&Partners’s Lloyds Banking Group LYG Stock Holding History

&Partners’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	$1.18M	Buy	234,646 +42,678	+22%	+$234K	0.01%	1204
2025 Q4	$1.02M	Buy	191,968 +11,662	+6%	+$56.5K	0.01%	1212
2025 Q3	$823K	Sell	180,306 -5,892	-3%	-$25.8K	0.01%	1179
2025 Q2	$790K	Buy	186,198 +42,633	+30%	+$169K	0.01%	1103
2025 Q1	$551K	Buy	143,565 +30,349	+27%	+$100K	0.01%	1091
2024 Q4	$306K	Buy	113,216 +24,873	+28%	+$71K	﹤0.01%	1330
2024 Q3	$276K	Buy	88,343 +55,481	+169%	+$166K	0.01%	1141
2024 Q2	$89.7K	Buy	32,862 +8,748	+36%	+$23.5K	﹤0.01%	889
2024 Q1	$62.5K	Buy	+24,114	New	+$55.3K	0.01%	482

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

&Partners's LYG Position: Q1 2026 in Review

&Partners increased its Lloyds Banking Group (LYG) stake by 22% in Q1 2026, buying an estimated $234K and bringing the position to 234,646 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1204.

&Partners first reported a position in LYG in Q1 2024 and has held it in 9 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

&Partners held 234,646 shares of Lloyds Banking Group worth $1.18M as of Q1 2026.
&Partners bought 42,678 Lloyds Banking Group shares in Q1 2026, an estimated $234K.
Lloyds Banking Group made up 0.01% of &Partners's portfolio in Q1 2026, its #1204 holding.
&Partners first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 9 quarters since.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.