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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
Q2 		– Sell
-14,629
Closed -$73.6K – 100
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

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

PharVision Advisers's LYG Position: Q2 2026 in Review

PharVision Advisers sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 14,629 shares — an estimated $73.6K sold.

PharVision Advisers first reported a position in LYG in Q3 2025 and held it in 2 quarters. The position peaked at $73.6K in Q1 2026. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • PharVision Advisers reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
  • PharVision Advisers sold 14,629 Lloyds Banking Group shares in Q2 2026, an estimated $73.6K.
  • PharVision Advisers first reported a position in Lloyds Banking Group in Q3 2025 and held it in 2 quarters.
  • PharVision Advisers's Lloyds Banking Group position peaked at $73.6K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on PharVision Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.