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Patriot Financial Group Insurance Agency’s Lloyds Banking Group LYG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.26M Sell
215,474
-174,618
-45% -$947K 0.13% 186
2026
Q1 		$1.96M Buy
390,092
+209,846
+116% +$1.15M 0.11% 214
2025
Q4 		$955K Buy
180,246
+35,862
+25% +$174K 0.11% 213
2025
Q3 		$656K Sell
144,384
-15,480
-10% -$67.7K 0.08% 249
2025
Q2 		$679K Buy
159,864
+7,684
+5% +$30.5K 0.08% 265
2025
Q1 		$581K Sell
152,180
-7,380
-5% -$24.4K 0.08% 268
2024
Q4 		$434K Buy
159,560
+11,279
+8% +$32.2K 0.06% 307
2024
Q3 		$463K Buy
148,281
+12,845
+9% +$38.5K 0.06% 306
2024
Q2 		$370K Buy
135,436
+3,752
+3% +$10.1K 0.05% 317
2024
Q1 		$341K Buy
131,684
+1,752
+1% +$4.02K 0.05% 336
2023
Q4 		$311K Sell
129,932
-1,130
-0.9% -$2.42K 0.06% 323
2023
Q3 		$279K Buy
131,062
+14,945
+13% +$32.4K 0.06% 343
2023
Q2 		$255K Sell
116,117
-2,616
-2% -$6K 0.05% 376
2023
Q1 		$275K Buy
118,733
+15,205
+15% +$36.8K 0.06% 353
2022
Q4 		$228K Buy
103,528
+6,127
+6% +$12.6K 0.03% 368
2022
Q3 		$174K Buy
97,401
+3,933
+4% +$8.16K 0.04% 370
2022
Q2 		$191K Buy
93,468
+23,202
+33% +$51.2K 0.04% 396
2022
Q1 		$169K Buy
70,266
+36,025
+105% +$95.8K 0.03% 445
2021
Q4 		$87K Buy
34,241
+966
+3% +$2.46K 0.01% 687
2021
Q3 		$82K Buy
33,275
+7,327
+28% +$17.9K 0.01% 711
2021
Q2 		$66K Buy
25,948
+9,252
+55% +$23.8K 0.01% 750
2021
Q1 		$39K Buy
16,696
+7,966
+91% +$16.5K 0.01% 855
2020
Q4 		$17K Buy
8,730
+896
+11% +$1.51K ﹤0.01% 1033
2020
Q3 		$10K Buy
7,834
+1,859
+31% +$2.61K ﹤0.01% 1039
2020
Q2 		$9K Buy
5,975
+2,034
+52% +$3.05K ﹤0.01% 1004
2020
Q1 		$6K Buy
3,941
+2,326
+144% +$6K ﹤0.01% 1018
2019
Q4 		$5K Buy
1,615
+799
+98% +$2.42K ﹤0.01% 981
2019
Q3 		$2K Buy
816
+261
+47% +$677 ﹤0.01% 1100
2019
Q2 		$2K Sell
555
-84
-13% -$260 ﹤0.01% 1127
2019
Q1 		$2K Buy
+639
New +$1.95K ﹤0.01% 1021

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LYG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Lloyds Banking Group (LYG) stake by 45% in Q2 2026, selling an estimated $947K and leaving 215,474 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #186.

Patriot Financial Group Insurance Agency first reported a position in LYG in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.96M in Q1 2026. 354 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 215,474 shares of Lloyds Banking Group worth $1.26M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 174,618 Lloyds Banking Group shares in Q2 2026, an estimated $947K.
  • Lloyds Banking Group made up 0.13% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #186 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Lloyds Banking Group in Q1 2019 and has held it in 30 quarters since.
  • Patriot Financial Group Insurance Agency's Lloyds Banking Group position peaked at $1.96M in Q1 2026.
  • 354 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.