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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PDS Planning's LYG Position: Q1 2026 in Review

PDS Planning held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 63,071 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #377.

PDS Planning first reported a position in LYG in Q1 2020 and has held it in 22 quarters since. The position peaked at $334K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • PDS Planning held 63,071 shares of Lloyds Banking Group worth $317K as of Q1 2026.
  • PDS Planning left its Lloyds Banking Group share count unchanged in Q1 2026.
  • Lloyds Banking Group made up 0.02% of PDS Planning's portfolio in Q1 2026, its #377 holding.
  • PDS Planning first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 22 quarters since.
  • PDS Planning's Lloyds Banking Group position peaked at $334K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.