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PFG Investments’s Lloyds Banking Group LYG Stock Holding History

PFG Investments’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 		$73.5K Buy
12,603
+290
+2% +$1.57K ﹤0.01% 1246
2026
Q1 		$61.9K Hold
12,313
– – ﹤0.01% 1148
2025
Q4 		$65.3K Sell
12,313
-1,000
-8% -$4.84K ﹤0.01% 1109
2025
Q3 		$60.4K Sell
13,313
-1,706
-11% -$7.46K ﹤0.01% 1077
2025
Q2 		$63.8K Sell
15,019
-569
-4% -$2.26K ﹤0.01% 999
2025
Q1 		$59.5K Buy
15,588
+3,725
+31% +$12.3K ﹤0.01% 963
2024
Q4 		$32.3K Hold
11,863
– – ﹤0.01% 996
2024
Q3 		$37K Buy
11,863
+203
+2% +$609 ﹤0.01% 979
2024
Q2 		$31.8K Buy
11,660
+366
+3% +$982 ﹤0.01% 907
2024
Q1 		$29.3K Buy
+11,294
New +$25.9K ﹤0.01% 1012

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 Investments's LYG Position: Q2 2026 in Review

PFG Investments increased its Lloyds Banking Group (LYG) stake by 2.4% in Q2 2026, buying an estimated $1.57K and bringing the position to 12,603 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

PFG Investments first reported a position in LYG in Q1 2024 and has held it in 10 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • PFG Investments held 12,603 shares of Lloyds Banking Group worth $73.5K as of Q2 2026.
  • PFG Investments bought 290 Lloyds Banking Group shares in Q2 2026, an estimated $1.57K.
  • Lloyds Banking Group made up ﹤0.01% of PFG Investments's portfolio in Q2 2026, its #1246 holding.
  • PFG Investments first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 10 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.