Principia Wealth Advisory’s Lloyds Banking Group LYG Stock Holding History

Principia Wealth Advisory’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	$6.75K	Buy	1,158 +252	+28%	+$1.37K	﹤0.01%	303
2026 Q1	$4.56K	Buy	906 +82	+10%	+$450	﹤0.01%	318
2025 Q4	$4.37K	Hold	824	–	–	﹤0.01%	298
2025 Q3	$3.74K	Buy	824 +525	+176%	+$2.29K	﹤0.01%	317
2025 Q2	$1.27K	Buy	+299	New	+$1.19K	﹤0.01%	501

Other funds holding LYG

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 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Principia Wealth Advisory's LYG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Lloyds Banking Group (LYG) stake by 28% in Q2 2026, buying an estimated $1.37K and bringing the position to 1,158 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Principia Wealth Advisory first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Principia Wealth Advisory held 1,158 shares of Lloyds Banking Group worth $6.75K as of Q2 2026.
Principia Wealth Advisory bought 252 Lloyds Banking Group shares in Q2 2026, an estimated $1.37K.
Lloyds Banking Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #303 holding.
Principia Wealth Advisory first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.