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Plante Moran Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Plante Moran Financial 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 		$3.35K Buy
+575
New +$3.12K ﹤0.01% 687
2019
Q4 		– Sell
-3,810
Closed -$10K – 831
2019
Q3 		$10K Buy
3,810
+320
+9% +$830 ﹤0.01% 592
2019
Q2 		$10K Buy
3,490
+1,277
+58% +$3.95K ﹤0.01% 567
2019
Q1 		$7K Sell
2,213
-1,841
-45% -$5.63K ﹤0.01% 598
2018
Q4 		$10K Buy
4,054
+1,760
+77% +$5K ﹤0.01% 504
2018
Q3 		$7K Buy
2,294
+297
+15% +$952 ﹤0.01% 551
2018
Q2 		$7K Sell
1,997
-493
-20% -$1.75K ﹤0.01% 593
2018
Q1 		$9K Buy
+2,490
New +$9.65K ﹤0.01% 623
2017
Q2 		– Sell
-1,225
Closed -$4K – 876
2017
Q1 		$4K Sell
1,225
-2,224
-64% -$7.5K ﹤0.01% 727
2016
Q4 		$11K Buy
3,449
+1,731
+101% +$5.07K 0.01% 575
2016
Q3 		$5K Buy
1,718
+495
+40% +$1.47K ﹤0.01% 698
2016
Q2 		$4K Buy
1,223
+730
+148% +$2.86K ﹤0.01% 678
2016
Q1 		$2K Sell
493
-3,672
-88% -$14.2K ﹤0.01% 730
2015
Q4 		$18K Buy
+4,165
New +$18.9K 0.01% 470
2014
Q1 		– Sell
-1,372
Closed -$7K – 665
2013
Q4 		$7K Buy
+1,372
New +$6.88K ﹤0.01% 504

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

Plante Moran Financial Advisors's LYG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 575 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in LYG as recently as Q3 2019.

Plante Moran Financial Advisors first reported a position in LYG in Q4 2013 and has held it in 15 quarters since. The position peaked at $18K in Q4 2015. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Plante Moran Financial Advisors held 575 shares of Lloyds Banking Group worth $3.35K as of Q2 2026.
  • Lloyds Banking Group was a new Plante Moran Financial Advisors position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #687 holding.
  • Plante Moran Financial Advisors first reported a position in Lloyds Banking Group in Q4 2013 and has held it in 15 quarters since.
  • Plante Moran Financial Advisors's Lloyds Banking Group position peaked at $18K in Q4 2015.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.