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PFG Advisors’s Lloyds Banking Group LYG Stock Holding History

PFG Advisors’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 		$138K Sell
23,670
-94
-0.4% -$510 0.01% 784
2026
Q1 		$120K Sell
23,764
-820
-3% -$4.5K 0.01% 786
2025
Q4 		$130K Sell
24,584
-8,131
-25% -$39.4K 0.01% 766
2025
Q3 		$149K Buy
32,715
+5,011
+18% +$21.9K 0.01% 807
2025
Q2 		$118K Buy
27,704
+14,443
+109% +$57.4K 0.01% 618
2025
Q1 		$50.7K Hold
13,261
– – ﹤0.01% 693
2024
Q4 		$36.1K Sell
13,261
-369
-3% -$1.05K ﹤0.01% 687
2024
Q3 		$42.5K Buy
13,630
+369
+3% +$1.11K ﹤0.01% 688
2024
Q2 		$36.2K Hold
13,261
– – ﹤0.01% 664
2024
Q1 		$34.3K Hold
13,261
– – ﹤0.01% 639
2023
Q4 		$31.7K Hold
13,261
– – ﹤0.01% 609
2023
Q3 		$28.2K Buy
+13,261
New +$28.8K ﹤0.01% 594

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

PFG Advisors's LYG Position: Q2 2026 in Review

PFG Advisors reduced its Lloyds Banking Group (LYG) stake by 0.4% in Q2 2026, selling an estimated $510 and leaving 23,670 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #784.

PFG Advisors first reported a position in LYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $149K in Q3 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • PFG Advisors held 23,670 shares of Lloyds Banking Group worth $138K as of Q2 2026.
  • PFG Advisors sold 94 Lloyds Banking Group shares in Q2 2026, an estimated $510.
  • Lloyds Banking Group made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #784 holding.
  • PFG Advisors first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 12 quarters since.
  • PFG Advisors's Lloyds Banking Group position peaked at $149K in Q3 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.