Parkside Financial Bank & Trust’s Lloyds Banking Group LYG Stock Holding History

Parkside Financial Bank & Trust’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	$38.1K	Buy	7,570 +172	+2%	+$944	﹤0.01%	1067
2025 Q4	$39.2K	Hold	7,398	–	–	﹤0.01%	1054
2025 Q3	$33.6K	Sell	7,398 -274	-4%	-$1.2K	﹤0.01%	1070
2025 Q2	$32.6K	Sell	7,672 -872	-10%	-$3.47K	﹤0.01%	1048
2025 Q1	$32.6K	Buy	8,544 +4,986	+140%	+$16.5K	﹤0.01%	967
2024 Q4	$9.68K	Hold	3,558	–	–	﹤0.01%	1280
2024 Q3	$11.1K	Hold	3,558	–	–	﹤0.01%	1217
2024 Q2	$9.71K	Hold	3,558	–	–	﹤0.01%	1193
2024 Q1	$9.22K	Buy	3,558 +189	+6%	+$434	﹤0.01%	1193
2023 Q4	$8.05K	Buy	3,369 +2,138	+174%	+$4.58K	﹤0.01%	1192
2023 Q3	$2.62K	Buy	1,231 +172	+16%	+$373	﹤0.01%	1579
2023 Q2	$2.33K	Sell	1,059 -3,941	-79%	-$9.04K	﹤0.01%	1644
2023 Q1	$11.6K	Buy	+5,000	New	+$12.1K	﹤0.01%	1056
2016 Q3	–	Sell	-1,097	Closed	-$3K	–	1087
2016 Q2	$3K	Sell	1,097 -177	-14%	-$693	﹤0.01%	873
2016 Q1	$5K	Hold	1,274	–	–	﹤0.01%	780
2015 Q4	$6K	Buy	1,274 +93	+8%	+$422	﹤0.01%	745
2015 Q3	$5K	Buy	+1,181	New	+$5.91K	﹤0.01%	781

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

Parkside Financial Bank & Trust's LYG Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Lloyds Banking Group (LYG) stake by 2.3% in Q1 2026, buying an estimated $944 and bringing the position to 7,570 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Parkside Financial Bank & Trust first reported a position in LYG in Q3 2015 and has held it in 17 quarters since. The position peaked at $39.2K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Parkside Financial Bank & Trust held 7,570 shares of Lloyds Banking Group worth $38.1K as of Q1 2026.
Parkside Financial Bank & Trust bought 172 Lloyds Banking Group shares in Q1 2026, an estimated $944.
Lloyds Banking Group made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1067 holding.
Parkside Financial Bank & Trust first reported a position in Lloyds Banking Group in Q3 2015 and has held it in 17 quarters since.
Parkside Financial Bank & Trust's Lloyds Banking Group position peaked at $39.2K in Q4 2025.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.