Prime Capital Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Prime Capital Investment 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	$253K	Sell	43,390 -189	-0.4%	-$1.02K	﹤0.01%	935
2026 Q1	$219K	Buy	43,579 +667	+2%	+$3.66K	﹤0.01%	948
2025 Q4	$227K	Buy	42,912 +173	+0.4%	+$838	﹤0.01%	918
2025 Q3	$194K	Buy	42,739 +2,535	+6%	+$11.1K	﹤0.01%	953
2025 Q2	$171K	Sell	40,204 -255	-0.6%	-$1.01K	﹤0.01%	908
2025 Q1	$155K	Buy	40,459 +291	+0.7%	+$962	﹤0.01%	992
2024 Q4	$109K	Sell	40,168 -258	-0.6%	-$737	﹤0.01%	892
2024 Q3	$126K	Buy	40,426 +689	+2%	+$2.07K	﹤0.01%	880
2024 Q2	$108K	Buy	39,737 +1,430	+4%	+$3.84K	﹤0.01%	885
2024 Q1	$99.2K	Sell	38,307 -3,767	-9%	-$8.64K	﹤0.01%	958
2023 Q4	$101K	Buy	+42,074	New	+$90.1K	﹤0.01%	914

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prime Capital Investment Advisors's LYG Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Lloyds Banking Group (LYG) stake by 0.43% in Q2 2026, selling an estimated $1.02K and leaving 43,390 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Prime Capital Investment Advisors first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 500 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Prime Capital Investment Advisors held 43,390 shares of Lloyds Banking Group worth $253K as of Q2 2026.
Prime Capital Investment Advisors sold 189 Lloyds Banking Group shares in Q2 2026, an estimated $1.02K.
Lloyds Banking Group made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #935 holding.
Prime Capital Investment Advisors first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
500 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.