Peapack-Gladstone Financial Corp’s Lloyds Banking Group LYG Stock Holding History

Peapack-Gladstone Financial Corp’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	$91K	Buy	+15,606	New	+$84.6K	﹤0.01%	674
2025 Q1	–	Sell	-22,001	Closed	-$60K	–	708
2024 Q4	$60K	Hold	22,001	–	–	﹤0.01%	687
2024 Q3	$69K	Hold	22,001	–	–	﹤0.01%	696
2024 Q2	$60K	Hold	22,001	–	–	﹤0.01%	680
2024 Q1	$57K	Hold	22,001	–	–	﹤0.01%	689
2023 Q4	$53K	Hold	22,001	–	–	﹤0.01%	687
2023 Q3	$47K	Hold	22,001	–	–	﹤0.01%	680
2023 Q2	$48K	Hold	22,001	–	–	﹤0.01%	693
2023 Q1	$51K	Hold	22,001	–	–	﹤0.01%	692
2022 Q4	$48K	Buy	22,001 +6,000	+37%	+$12.3K	﹤0.01%	666
2022 Q3	$29K	Hold	16,001	–	–	﹤0.01%	678
2022 Q2	$33K	Hold	16,001	–	–	﹤0.01%	646
2022 Q1	$39K	Hold	16,001	–	–	﹤0.01%	689
2021 Q4	$41K	Buy	16,001 +6,001	+60%	+$15.3K	﹤0.01%	679
2021 Q3	$25K	Hold	10,000	–	–	﹤0.01%	674
2021 Q2	$26K	Hold	10,000	–	–	﹤0.01%	637
2021 Q1	$23K	Buy	+10,000	New	+$20.8K	﹤0.01%	599

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Peapack-Gladstone Financial Corp's LYG Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 15,606 shares worth $91K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Peapack-Gladstone Financial Corp previously reported a position in LYG as recently as Q4 2024.

Peapack-Gladstone Financial Corp first reported a position in LYG in Q1 2021 and has held it in 17 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Peapack-Gladstone Financial Corp held 15,606 shares of Lloyds Banking Group worth $91K as of Q2 2026.
Lloyds Banking Group was a new Peapack-Gladstone Financial Corp position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #674 holding.
Peapack-Gladstone Financial Corp first reported a position in Lloyds Banking Group in Q1 2021 and has held it in 17 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.