Personal CFO Solutions
LYG icon

Personal CFO Solutions’s Lloyds Banking Group LYG Stock Holding History

Personal CFO Solutions’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
Q3 		$611K Sell
108,497
-11,515
-10% -$69K 0.1% 179
2026
Q2 		$700K Buy
120,012
+853
+0.7% +$4.63K 0.1% 178
2026
Q1 		$599K Buy
119,159
+99,543
+507% +$546K 0.08% 218
2025
Q4 		$104K Sell
19,616
-2,129
-10% -$10.3K 0.02% 504
2025
Q3 		$98.7K Buy
21,745
+79
+0.4% +$345 0.02% 495
2025
Q2 		$92.1K Sell
21,666
-14,029
-39% -$55.8K 0.02% 481
2025
Q1 		$136K Sell
35,695
-1,166
-3% -$3.86K 0.03% 442
2024
Q4 		$100K Buy
36,861
+547
+2% +$1.56K 0.02% 455
2024
Q3 		$113K Buy
36,314
+4,477
+14% +$13.4K 0.02% 554
2024
Q2 		$86.9K Buy
31,837
+5,709
+22% +$15.3K 0.01% 526
2024
Q1 		$67.7K Buy
26,128
+4,135
+19% +$9.49K 0.01% 536
2023
Q4 		$52.6K Sell
21,993
-4,127
-16% -$8.84K 0.01% 507
2023
Q3 		$55.6K Buy
26,120
+103
+0.4% +$223 0.01% 451
2023
Q2 		$57.2K Hold
26,017
– – 0.01% 465
2023
Q1 		$60.4K Sell
26,017
-4,550
-15% -$11K 0.01% 463
2022
Q4 		$67.2K Buy
30,567
+1,529
+5% +$3.15K 0.01% 447
2022
Q3 		$52K Sell
29,038
-2,873
-9% -$5.96K 0.01% 403
2022
Q2 		$65K Buy
31,911
+1,167
+4% +$2.58K 0.02% 419
2022
Q1 		$74K Buy
30,744
+2,998
+11% +$7.97K 0.01% 455
2021
Q4 		$71K Buy
27,746
+8,129
+41% +$20.7K 0.01% 462
2021
Q3 		$48K Sell
19,617
-2,626
-12% -$6.43K 0.01% 444
2021
Q2 		$57K Buy
22,243
+2,000
+10% +$5.14K 0.01% 431
2021
Q1 		$47K Buy
20,243
+62
+0.3% +$129 0.01% 403
2020
Q4 		$40K Buy
20,181
+4,712
+30% +$7.94K 0.01% 371
2020
Q3 		$0 Sell
15,469
-1,720
-10% -$2.41K ﹤0.01% 255
2020
Q2 		$26K Sell
17,189
-881
-5% -$1.32K 0.01% 312
2020
Q1 		$27K Sell
18,070
-19,842
-52% -$51.1K 0.01% 270
2019
Q4 		$125K Sell
37,912
-2,531
-6% -$7.66K 0.04% 328
2019
Q3 		$107K Buy
+40,443
New +$105K 0.04% 277

Other funds holding LYG

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Personal CFO Solutions's LYG Position: Q3 2026 in Review

Personal CFO Solutions reduced its Lloyds Banking Group (LYG) stake by 9.6% in Q3 2026, selling an estimated $69K and leaving 108,497 shares worth $611K. The position accounts for 0.1% of the portfolio, ranked #179.

Personal CFO Solutions first reported a position in LYG in Q3 2019 and has held it in 29 quarters since. The position peaked at $700K in Q2 2026. 322 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Personal CFO Solutions held 108,497 shares of Lloyds Banking Group worth $611K as of Q3 2026.
  • Personal CFO Solutions sold 11,515 Lloyds Banking Group shares in Q3 2026, an estimated $69K.
  • Lloyds Banking Group made up 0.1% of Personal CFO Solutions's portfolio in Q3 2026, its #179 holding.
  • Personal CFO Solutions first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 29 quarters since.
  • Personal CFO Solutions's Lloyds Banking Group position peaked at $700K in Q2 2026.
  • 322 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.