Parallel Advisors’s Lloyds Banking Group LYG Stock Holding History

Parallel Advisors’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$356K	Buy	70,747 +10,590	+18%	+$58.1K	0.01%	874
2025 Q4	$319K	Buy	60,157 +218	+0.4%	+$1.06K	0.01%	876
2025 Q3	$272K	Buy	59,939 +1,632	+3%	+$7.13K	0.01%	912
2025 Q2	$248K	Buy	58,307 +2,206	+4%	+$8.77K	0.01%	919
2025 Q1	$214K	Buy	56,101 +13,886	+33%	+$45.9K	﹤0.01%	932
2024 Q4	$115K	Sell	42,215 -7,686	-15%	-$21.9K	﹤0.01%	1199
2024 Q3	$156K	Buy	49,901 +10,896	+28%	+$32.7K	﹤0.01%	1034
2024 Q2	$106K	Sell	39,005 -907	-2%	-$2.43K	﹤0.01%	1159
2024 Q1	$103K	Buy	39,912 +3,140	+9%	+$7.21K	﹤0.01%	1154
2023 Q4	$87.9K	Buy	36,772 +14,355	+64%	+$30.7K	﹤0.01%	1164
2023 Q3	$47.7K	Sell	22,417 -4,513	-17%	-$9.79K	﹤0.01%	1417
2023 Q2	$59.2K	Buy	26,930 +5,264	+24%	+$12.1K	﹤0.01%	1320
2023 Q1	$50.3K	Buy	21,666 +3,378	+18%	+$8.18K	﹤0.01%	1366
2022 Q4	$40.2K	Sell	18,288 -20,419	-53%	-$42K	﹤0.01%	1372
2022 Q3	$69K	Sell	38,707 -525	-1%	-$1.09K	﹤0.01%	1127
2022 Q2	$80K	Buy	39,232 +5,358	+16%	+$11.8K	﹤0.01%	1047
2022 Q1	$84K	Sell	33,874 -12,502	-27%	-$33.2K	﹤0.01%	1057
2021 Q4	$118K	Buy	46,376 +15,373	+50%	+$39.2K	﹤0.01%	946
2021 Q3	$76K	Buy	31,003 +5,074	+20%	+$12.4K	﹤0.01%	1092
2021 Q2	$66K	Buy	25,929 +4,964	+24%	+$12.7K	﹤0.01%	1107
2021 Q1	$49K	Buy	20,965 +40	+0.2%	+$83	﹤0.01%	1193
2020 Q4	$41K	Buy	20,925 +3,358	+19%	+$5.66K	﹤0.01%	1183
2020 Q3	$23K	Sell	17,567 -13,067	-43%	-$18.3K	﹤0.01%	1388
2020 Q2	$45K	Buy	30,634 +11,520	+60%	+$17.3K	﹤0.01%	1085
2020 Q1	$28K	Sell	19,114 -17,538	-48%	-$45.2K	﹤0.01%	1172
2019 Q4	$121K	Buy	36,652 +7,619	+26%	+$23K	0.01%	700
2019 Q3	$77K	Buy	29,033 +18,644	+179%	+$48.4K	0.01%	813
2019 Q2	$30K	Sell	10,389 -1,707	-14%	-$5.28K	﹤0.01%	1104
2019 Q1	$39K	Buy	12,096 +6,232	+106%	+$19.1K	﹤0.01%	940
2018 Q4	$15K	Buy	+5,864	New	+$16.7K	﹤0.01%	1174
2018 Q3	–	Sell	-91	Closed	-$292	–	2259
2018 Q2	$0	Sell	91 -2,139	-96%	-$7.6K	﹤0.01%	2158
2018 Q1	$8K	Sell	2,230 -83	-4%	-$322	﹤0.01%	1367
2017 Q4	$9K	Hold	2,313	–	–	﹤0.01%	1342
2017 Q3	$8K	Buy	2,313 +381	+20%	+$1.33K	﹤0.01%	1377
2017 Q2	$7K	Buy	1,932 +1,012	+110%	+$3.6K	﹤0.01%	1450
2017 Q1	$3K	Sell	920 -1,964	-68%	-$6.62K	﹤0.01%	1685
2016 Q4	$9K	Buy	+2,884	New	+$8.44K	﹤0.01%	1154

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parallel Advisors's LYG Position: Q1 2026 in Review

Parallel Advisors increased its Lloyds Banking Group (LYG) stake by 18% in Q1 2026, buying an estimated $58.1K and bringing the position to 70,747 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #874.

Parallel Advisors first reported a position in LYG in Q4 2016 and has held it in 37 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Parallel Advisors held 70,747 shares of Lloyds Banking Group worth $356K as of Q1 2026.
Parallel Advisors bought 10,590 Lloyds Banking Group shares in Q1 2026, an estimated $58.1K.
Lloyds Banking Group made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #874 holding.
Parallel Advisors first reported a position in Lloyds Banking Group in Q4 2016 and has held it in 37 quarters since.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.