&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 Q2	$1.35M	Sell	231,929 -2,717	-1%	-$14.7K	0.01%	1245
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

&Partners's LYG Position: Q2 2026 in Review

&Partners reduced its Lloyds Banking Group (LYG) stake by 1.2% in Q2 2026, selling an estimated $14.7K and leaving 231,929 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1245.

&Partners first reported a position in LYG in Q1 2024 and has held it in 10 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

&Partners held 231,929 shares of Lloyds Banking Group worth $1.35M as of Q2 2026.
&Partners sold 2,717 Lloyds Banking Group shares in Q2 2026, an estimated $14.7K.
Lloyds Banking Group made up 0.01% of &Partners's portfolio in Q2 2026, its #1245 holding.
&Partners first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 10 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.