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Principal Securities’s Lloyds Banking Group LYG Stock Holding History

Principal Securities’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 		$2.02M Buy
346,943
+1,775
+0.5% +$9.63K 0.02% 541
2026
Q1 		$1.74M Buy
345,168
+2,360
+0.7% +$12.9K 0.03% 548
2025
Q4 		$1.82M Buy
342,808
+22,384
+7% +$108K 0.03% 509
2025
Q3 		$1.45M Buy
320,424
+13,587
+4% +$59.4K 0.02% 539
2025
Q2 		$1.3M Buy
306,837
+18,064
+6% +$71.8K 0.02% 534
2025
Q1 		$785K Hold
288,773
– – 0.02% 625
2024
Q4 		$785K Sell
288,773
-3,747
-1% -$10.7K 0.02% 621
2024
Q3 		$913K Buy
292,520
+17,246
+6% +$51.7K 0.02% 551
2024
Q2 		$751K Buy
275,274
+14,554
+6% +$39K 0.02% 567
2024
Q1 		$675K Buy
260,720
+14,353
+6% +$32.9K 0.02% 560
2023
Q4 		$589K Buy
+246,367
New +$528K 0.02% 548

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

Principal Securities's LYG Position: Q2 2026 in Review

Principal Securities increased its Lloyds Banking Group (LYG) stake by 0.51% in Q2 2026, buying an estimated $9.63K and bringing the position to 346,943 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #541.

Principal Securities first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Principal Securities held 346,943 shares of Lloyds Banking Group worth $2.02M as of Q2 2026.
  • Principal Securities bought 1,775 Lloyds Banking Group shares in Q2 2026, an estimated $9.63K.
  • Lloyds Banking Group made up 0.02% of Principal Securities's portfolio in Q2 2026, its #541 holding.
  • Principal Securities first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.