Physician Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Physician Wealth 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	$2.58K	Sell	443 -303	-41%	-$1.64K	﹤0.01%	1385
2026 Q1	$3.75K	Hold	746	–	–	﹤0.01%	1106
2025 Q4	$3.95K	Hold	746	–	–	﹤0.01%	1052
2025 Q3	$3.39K	Hold	746	–	–	﹤0.01%	1039
2025 Q2	$3.17K	Buy	746 +303	+68%	+$1.2K	﹤0.01%	906
2025 Q1	$1.69K	Hold	443	–	–	﹤0.01%	909
2024 Q4	$1.21K	Buy	+443	New	+$1.26K	﹤0.01%	907

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Physician Wealth Advisors's LYG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Lloyds Banking Group (LYG) stake by 41% in Q2 2026, selling an estimated $1.64K and leaving 443 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Physician Wealth Advisors first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.95K in Q4 2025. 272 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Physician Wealth Advisors held 443 shares of Lloyds Banking Group worth $2.58K as of Q2 2026.
Physician Wealth Advisors sold 303 Lloyds Banking Group shares in Q2 2026, an estimated $1.64K.
Lloyds Banking Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1385 holding.
Physician Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Lloyds Banking Group position peaked at $3.95K in Q4 2025.
272 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.