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Perigon Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Perigon Wealth Management’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 		$232K Sell
46,144
-831
-2% -$4.56K ﹤0.01% 1137
2025
Q4 		$249K Buy
46,975
+165
+0.4% +$799 ﹤0.01% 1113
2025
Q3 		$213K Sell
46,810
-3,758
-7% -$16.4K ﹤0.01% 1136
2025
Q2 		$215K Sell
50,568
-10,843
-18% -$43.1K 0.01% 984
2025
Q1 		$235K Buy
61,411
+2,617
+4% +$8.65K 0.01% 901
2024
Q4 		$166K Buy
58,794
+1,578
+3% +$4.51K ﹤0.01% 1000
2024
Q3 		$179K Buy
57,216
+3,568
+7% +$10.7K ﹤0.01% 953
2024
Q2 		$146K Buy
53,648
+3,835
+8% +$10.3K ﹤0.01% 830
2024
Q1 		$129K Buy
49,813
+3,122
+7% +$7.16K ﹤0.01% 825
2023
Q4 		$112K Sell
46,691
-5,585
-11% -$12K ﹤0.01% 806
2023
Q3 		$111K Buy
52,276
+26,270
+101% +$57K ﹤0.01% 752
2023
Q2 		$57.2K Buy
26,006
+3,712
+17% +$8.51K ﹤0.01% 764
2023
Q1 		$51.7K Buy
22,294
+2,007
+10% +$4.86K ﹤0.01% 691
2022
Q4 		$44.6K Buy
20,287
+434
+2% +$893 ﹤0.01% 679
2022
Q3 		$36K Buy
19,853
+43
+0.2% +$89 ﹤0.01% 569
2022
Q2 		$40K Buy
19,810
+6,325
+47% +$14K ﹤0.01% 563
2022
Q1 		$32K Buy
13,485
+2,148
+19% +$5.71K ﹤0.01% 598
2021
Q4 		$29K Buy
11,337
+367
+3% +$936 ﹤0.01% 576
2021
Q3 		$27K Buy
10,970
+357
+3% +$875 ﹤0.01% 532
2021
Q2 		$27K Buy
10,613
+14
+0.1% +$36 ﹤0.01% 513
2021
Q1 		$25K Buy
+10,599
New +$22K ﹤0.01% 490
2017
Q1 		– Sell
-2,038
Closed -$7K – 669
2016
Q4 		$7K Sell
2,038
-3,487
-63% -$10.2K ﹤0.01% 608
2016
Q3 		$16K Buy
+5,525
New +$16.4K ﹤0.01% 427

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

Perigon Wealth Management's LYG Position: Q1 2026 in Review

Perigon Wealth Management reduced its Lloyds Banking Group (LYG) stake by 1.8% in Q1 2026, selling an estimated $4.56K and leaving 46,144 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Perigon Wealth Management first reported a position in LYG in Q3 2016 and has held it in 23 quarters since. The position peaked at $249K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Perigon Wealth Management held 46,144 shares of Lloyds Banking Group worth $232K as of Q1 2026.
  • Perigon Wealth Management sold 831 Lloyds Banking Group shares in Q1 2026, an estimated $4.56K.
  • Lloyds Banking Group made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1137 holding.
  • Perigon Wealth Management first reported a position in Lloyds Banking Group in Q3 2016 and has held it in 23 quarters since.
  • Perigon Wealth Management's Lloyds Banking Group position peaked at $249K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.