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Platform Technology Partners’s Lloyds Banking Group LYG Stock Holding History

Platform Technology Partners’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 		$183K Sell
31,345
-2,144
-6% -$11.6K 0.03% 379
2026
Q1 		$168K Sell
33,489
-152
-0.5% -$834 0.03% 332
2025
Q4 		$178K Sell
33,641
-260
-0.8% -$1.26K 0.04% 249
2025
Q3 		$154K Sell
33,901
-1,556
-4% -$6.8K 0.04% 242
2025
Q2 		$151K Hold
35,457
– – 0.04% 246
2025
Q1 		$135K Sell
35,457
-400
-1% -$1.32K 0.04% 227
2024
Q4 		$97.5K Hold
35,857
– – 0.03% 214
2024
Q3 		$112K Hold
35,857
– – 0.04% 218
2024
Q2 		$97.9K Buy
+35,857
New +$96.2K 0.03% 212
2023
Q4 		$75.4K Buy
36,779
+214
+0.6% +$458 0.03% 192
2023
Q3 		$77.9K Sell
36,565
-2,031
-5% -$4.41K 0.04% 185
2023
Q2 		$85.3K Sell
38,596
-1,674
-4% -$3.84K 0.04% 189
2023
Q1 		$93.4K Hold
40,270
– – 0.05% 187
2022
Q4 		$88.6K Sell
40,270
-9,196
-19% -$18.9K 0.05% 183
2022
Q3 		$89K Buy
49,466
+14,053
+40% +$29.2K 0.05% 174
2022
Q2 		$72K Buy
35,413
+15,147
+75% +$33.4K 0.04% 184
2022
Q1 		$49K Buy
20,266
+3,750
+23% +$9.97K 0.02% 203
2021
Q4 		$42K Hold
16,516
– – 0.02% 216
2021
Q3 		$40K Sell
16,516
-5,114
-24% -$12.5K 0.02% 227
2021
Q2 		$55K Buy
+21,630
New +$55.5K 0.02% 251
2020
Q4 		$22K Sell
11,212
-5,508
-33% -$9.28K 0.01% 237
2020
Q3 		$22K Hold
16,720
– – 0.01% 201
2020
Q2 		$25K Buy
16,720
+480
+3% +$720 0.02% 198
2020
Q1 		$25K Sell
16,240
-620
-4% -$1.6K 0.02% 173
2019
Q4 		$56K Buy
+16,860
New +$51K 0.04% 176

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

Platform Technology Partners's LYG Position: Q2 2026 in Review

Platform Technology Partners reduced its Lloyds Banking Group (LYG) stake by 6.4% in Q2 2026, selling an estimated $11.6K and leaving 31,345 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #379.

Platform Technology Partners first reported a position in LYG in Q4 2019 and has held it in 25 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Platform Technology Partners held 31,345 shares of Lloyds Banking Group worth $183K as of Q2 2026.
  • Platform Technology Partners sold 2,144 Lloyds Banking Group shares in Q2 2026, an estimated $11.6K.
  • Lloyds Banking Group made up 0.03% of Platform Technology Partners's portfolio in Q2 2026, its #379 holding.
  • Platform Technology Partners first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 25 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.