Portside Wealth Group’s Lloyds Banking Group LYG Stock Holding History

Portside Wealth Group’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	$320K	Buy	54,931 +15,225	+38%	+$82.6K	0.04%	392
2026 Q1	$200K	Buy	39,706 +8,978	+29%	+$49.3K	0.03%	451
2025 Q4	$163K	Buy	30,728 +15,483	+102%	+$75K	0.02%	450
2025 Q3	$69.2K	Buy	15,245 +2,351	+18%	+$10.3K	0.01%	471
2025 Q2	$54.8K	Sell	12,894 -90,422	-88%	-$359K	0.01%	449
2025 Q1	$395K	Buy	103,316 +9,264	+10%	+$30.6K	0.06%	270
2024 Q4	$256K	Buy	94,052 +5,188	+6%	+$14.8K	0.04%	360
2024 Q3	$277K	Buy	88,864 +47,573	+115%	+$143K	0.05%	322
2024 Q2	$113K	Buy	+41,291	New	+$111K	0.02%	353

Other funds holding LYG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CGH

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

QCM

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Portside Wealth Group's LYG Position: Q2 2026 in Review

Portside Wealth Group increased its Lloyds Banking Group (LYG) stake by 38% in Q2 2026, buying an estimated $82.6K and bringing the position to 54,931 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #392.

Portside Wealth Group first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $395K in Q1 2025. 101 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Portside Wealth Group held 54,931 shares of Lloyds Banking Group worth $320K as of Q2 2026.
Portside Wealth Group bought 15,225 Lloyds Banking Group shares in Q2 2026, an estimated $82.6K.
Lloyds Banking Group made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #392 holding.
Portside Wealth Group first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
Portside Wealth Group's Lloyds Banking Group position peaked at $395K in Q1 2025.
101 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.