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Pinnacle Wealth Planning Services’s Lloyds Banking Group LYG Stock Holding History

Pinnacle Wealth Planning Services’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 		$350K Buy
60,114
+638
+1% +$3.46K 0.03% 315
2026
Q1 		$299K Buy
59,476
+32,229
+118% +$177K 0.03% 337
2025
Q4 		$144K Sell
27,247
-44
-0.2% -$213 0.02% 611
2025
Q3 		$124K Sell
27,291
-107
-0.4% -$468 0.01% 464
2025
Q2 		$116K Buy
27,398
+7,039
+35% +$28K 0.02% 437
2025
Q1 		$77.8K Buy
20,359
+4,074
+25% +$13.5K 0.01% 388
2024
Q4 		$44.3K Buy
16,285
+2,098
+15% +$5.99K 0.01% 384
2024
Q3 		$44.3K Buy
14,187
+2,983
+27% +$8.95K 0.01% 528
2024
Q2 		$30.6K Buy
+11,204
New +$30.1K ﹤0.01% 507
2022
Q4 		– Sell
-22,937
Closed -$41K – 473
2022
Q3 		$41K Sell
22,937
-15,477
-40% -$32.1K 0.01% 399
2022
Q2 		$78K Buy
38,414
+4,918
+15% +$10.9K 0.01% 393
2022
Q1 		$81K Sell
33,496
-8,958
-21% -$23.8K 0.01% 416
2021
Q4 		$108K Buy
42,454
+13,022
+44% +$33.2K 0.02% 393
2021
Q3 		$72K Sell
29,432
-138
-0.5% -$338 0.02% 367
2021
Q2 		$75K Buy
29,570
+17,774
+151% +$45.6K 0.02% 351
2021
Q1 		$27K Buy
11,796
+11,105
+1,607% +$23.1K 0.01% 339
2020
Q4 		$1K Buy
+691
New +$1.17K ﹤0.01% 2134
2020
Q2 		– Sell
-12,218
Closed -$18K – 282
2020
Q1 		$18K Sell
12,218
-49,016
-80% -$126K 0.01% 232
2019
Q4 		$202K Sell
61,234
-1,895
-3% -$5.73K 0.1% 223
2019
Q3 		$166K Buy
63,129
+25,274
+67% +$65.5K 0.09% 189
2019
Q2 		$108K Buy
37,855
+190
+0.5% +$587 0.07% 172
2019
Q1 		$121K Buy
37,665
+12,584
+50% +$38.5K 0.08% 158
2018
Q4 		$65K Sell
25,081
-38,600
-61% -$110K 0.04% 143
2018
Q3 		$193K Sell
63,681
-9,259
-13% -$29.7K 0.18% 163
2018
Q2 		$243K Buy
72,940
+485
+0.7% +$1.72K 0.24% 140
2018
Q1 		$270K Buy
72,455
+57,779
+394% +$224K 0.28% 123
2017
Q4 		$55K Buy
+14,676
New +$52.9K 0.11% 123

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

Pinnacle Wealth Planning Services's LYG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Lloyds Banking Group (LYG) stake by 1.1% in Q2 2026, buying an estimated $3.46K and bringing the position to 60,114 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #315.

Pinnacle Wealth Planning Services first reported a position in LYG in Q4 2017 and has held it in 27 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 60,114 shares of Lloyds Banking Group worth $350K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 638 Lloyds Banking Group shares in Q2 2026, an estimated $3.46K.
  • Lloyds Banking Group made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #315 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 27 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.