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PharVision Advisers’s Lloyds Banking Group LYG Stock Holding History

PharVision Advisers’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 		$73.6K Buy
+14,629
New +$80.3K 0.75% 69
2025
Q4 		– Sell
-10,340
Closed -$46.9K – 872
2025
Q3 		$46.9K Buy
+10,340
New +$45.2K 0.03% 650

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

PharVision Advisers's LYG Position: Q1 2026 in Review

PharVision Advisers opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 14,629 shares worth $73.6K. The stake represents 0.75% of the portfolio and ranks #69 among its holdings. This is a return to the name: PharVision Advisers previously reported a position in LYG as recently as Q3 2025.

PharVision Advisers first reported a position in LYG in Q3 2025 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • PharVision Advisers held 14,629 shares of Lloyds Banking Group worth $73.6K as of Q1 2026.
  • Lloyds Banking Group was a new PharVision Advisers position in Q1 2026.
  • Lloyds Banking Group made up 0.75% of PharVision Advisers's portfolio in Q1 2026, its #69 holding.
  • PharVision Advisers first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.