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Pathfinder Wealth Consulting’s Lloyds Banking Group LYG Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-36,529
Closed -$184K – 88
2026
Q1 		$184K Sell
36,529
-567
-2% -$3.11K 0.12% 162
2025
Q4 		$197K Buy
+37,096
New +$180K 0.12% 165

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pathfinder Wealth Consulting's LYG Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 36,529 shares — an estimated $184K sold.

Pathfinder Wealth Consulting first reported a position in LYG in Q4 2025 and held it in 2 quarters. The position peaked at $197K in Q4 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 36,529 Lloyds Banking Group shares in Q2 2026, an estimated $184K.
  • Pathfinder Wealth Consulting first reported a position in Lloyds Banking Group in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Lloyds Banking Group position peaked at $197K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.