Pathstone Holdings
LYG icon

Pathstone Holdings’s Lloyds Banking Group LYG Stock Holding History

Pathstone Holdings’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 		$6.04M Buy
1,035,643
+40,311
+4% +$219K 0.02% 572
2026
Q1 		$5.01M Buy
995,332
+439,638
+79% +$2.41M 0.02% 567
2025
Q4 		$2.95M Buy
555,694
+15,218
+3% +$73.7K 0.01% 829
2025
Q3 		$2.45M Buy
540,476
+20,100
+4% +$87.9K 0.01% 905
2025
Q2 		$2.21M Sell
520,376
-5,265
-1% -$20.9K 0.01% 938
2025
Q1 		$2.01M Sell
525,641
-22,891
-4% -$75.7K 0.01% 984
2024
Q4 		$1.49M Buy
548,532
+28,973
+6% +$82.7K 0.01% 1142
2024
Q3 		$1.62M Buy
519,559
+41,183
+9% +$124K 0.01% 1104
2024
Q2 		$1.31M Buy
478,376
+89,508
+23% +$240K 0.01% 1169
2024
Q1 		$1.01M Buy
388,868
+170,433
+78% +$391K ﹤0.01% 1280
2023
Q4 		$522K Buy
+218,435
New +$468K ﹤0.01% 1481

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

Pathstone Holdings's LYG Position: Q2 2026 in Review

Pathstone Holdings increased its Lloyds Banking Group (LYG) stake by 4.1% in Q2 2026, buying an estimated $219K and bringing the position to 1,035,643 shares worth $6.04M. The position accounts for 0.02% of the portfolio, ranked #572.

Pathstone Holdings first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Pathstone Holdings held 1,035,643 shares of Lloyds Banking Group worth $6.04M as of Q2 2026.
  • Pathstone Holdings bought 40,311 Lloyds Banking Group shares in Q2 2026, an estimated $219K.
  • Lloyds Banking Group made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #572 holding.
  • Pathstone Holdings first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.