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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
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% +$5.13K 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

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

Personal CFO Solutions's LYG Position: Q2 2026 in Review

Personal CFO Solutions increased its Lloyds Banking Group (LYG) stake by 0.72% in Q2 2026, buying an estimated $4.63K and bringing the position to 120,012 shares worth $700K. The position accounts for 0.1% of the portfolio, ranked #178.

Personal CFO Solutions first reported a position in LYG in Q3 2019 and has held it in 28 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Personal CFO Solutions held 120,012 shares of Lloyds Banking Group worth $700K as of Q2 2026.
  • Personal CFO Solutions bought 853 Lloyds Banking Group shares in Q2 2026, an estimated $4.63K.
  • Lloyds Banking Group made up 0.1% of Personal CFO Solutions's portfolio in Q2 2026, its #178 holding.
  • Personal CFO Solutions first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 28 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.