Pinnacle Bancorp’s Lloyds Banking Group LYG Stock Holding History

Pinnacle Bancorp’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	$11.8K	Hold	2,345	–	–	﹤0.01%	682
2025 Q4	$12.4K	Hold	2,345	–	–	﹤0.01%	663
2025 Q3	$10.6K	Hold	2,345	–	–	﹤0.01%	722
2025 Q2	$9.97K	Buy	+2,345	New	+$9.32K	﹤0.01%	719
2020 Q3	–	Sell	-3,838	Closed	-$6K	–	689
2020 Q2	$6K	Hold	3,838	–	–	﹤0.01%	572
2020 Q1	$6K	Hold	3,838	–	–	0.01%	568
2019 Q4	$13K	Hold	3,838	–	–	0.01%	504
2019 Q3	$10K	Hold	3,838	–	–	0.01%	564
2019 Q2	$11K	Buy	3,838 +1,220	+47%	+$3.77K	0.01%	537
2019 Q1	$8K	Hold	2,618	–	–	﹤0.01%	576
2018 Q4	$7K	Buy	+2,618	New	+$7.44K	﹤0.01%	598

Other funds holding LYG

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Bancorp's LYG Position: Q1 2026 in Review

Pinnacle Bancorp held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 2,345 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Pinnacle Bancorp first reported a position in LYG in Q4 2018 and has held it in 11 quarters since. The position peaked at $13K in Q4 2019. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Pinnacle Bancorp held 2,345 shares of Lloyds Banking Group worth $11.8K as of Q1 2026.
Pinnacle Bancorp left its Lloyds Banking Group share count unchanged in Q1 2026.
Lloyds Banking Group made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #682 holding.
Pinnacle Bancorp first reported a position in Lloyds Banking Group in Q4 2018 and has held it in 11 quarters since.
Pinnacle Bancorp's Lloyds Banking Group position peaked at $13K in Q4 2019.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.