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PDS Planning’s Lloyds Banking Group LYG Stock Holding History

PDS Planning’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 		$367K Sell
62,979
-92
-0.1% -$499 0.02% 371
2026
Q1 		$317K Hold
63,071
– – 0.02% 377
2025
Q4 		$334K Buy
63,071
+3,336
+6% +$16.2K 0.02% 350
2025
Q3 		$271K Buy
59,735
+11
+0% +$48 0.02% 408
2025
Q2 		$254K Buy
59,724
+2,126
+4% +$8.45K 0.02% 404
2025
Q1 		$220K Buy
57,598
+14,169
+33% +$46.9K 0.02% 408
2024
Q4 		$118K Buy
43,429
+7,649
+21% +$21.8K 0.01% 419
2024
Q3 		$112K Buy
35,780
+348
+1% +$1.04K 0.01% 420
2024
Q2 		$96.7K Buy
35,432
+3,146
+10% +$8.44K 0.01% 374
2024
Q1 		$83.6K Sell
32,286
-1,483
-4% -$3.4K 0.01% 381
2023
Q4 		$80.7K Buy
33,769
+9,390
+39% +$20.1K 0.01% 354
2023
Q3 		$51.9K Sell
24,379
-2,592
-10% -$5.62K 0.01% 334
2023
Q2 		$59.3K Sell
26,971
-3,394
-11% -$7.78K 0.01% 334
2023
Q1 		$70.4K Buy
30,365
+12,684
+72% +$30.7K 0.01% 293
2022
Q4 		$38.9K Sell
17,681
-16,359
-48% -$33.7K 0.01% 220
2022
Q3 		$61K Buy
34,040
+3,638
+12% +$7.55K 0.01% 196
2022
Q2 		$62K Buy
30,402
+4,542
+18% +$10K 0.01% 208
2022
Q1 		$62K Buy
25,860
+14,471
+127% +$38.5K 0.01% 230
2021
Q4 		$29K Sell
11,389
-546
-5% -$1.39K 0.01% 219
2021
Q3 		$29K Buy
11,935
+42
+0.4% +$103 0.01% 210
2021
Q2 		$30K Buy
+11,893
New +$30.5K 0.01% 197
2020
Q3 		– Sell
-10,400
Closed -$16K – 143
2020
Q2 		$16K Sell
10,400
-278
-3% -$417 0.01% 134
2020
Q1 		$16K Buy
+10,678
New +$27.5K 0.01% 101

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

PDS Planning's LYG Position: Q2 2026 in Review

PDS Planning reduced its Lloyds Banking Group (LYG) stake by 0.15% in Q2 2026, selling an estimated $499 and leaving 62,979 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #371.

PDS Planning first reported a position in LYG in Q1 2020 and has held it in 23 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • PDS Planning held 62,979 shares of Lloyds Banking Group worth $367K as of Q2 2026.
  • PDS Planning sold 92 Lloyds Banking Group shares in Q2 2026, an estimated $499.
  • Lloyds Banking Group made up 0.02% of PDS Planning's portfolio in Q2 2026, its #371 holding.
  • PDS Planning first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 23 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.