Private Wealth Asset Management’s Lloyds Banking Group LYG Stock Holding History

Private Wealth Asset Management’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	$1.48K	Hold	253	–	–	﹤0.01%	867
2026 Q1	$1.27K	Hold	253	–	–	﹤0.01%	866
2025 Q4	$1.34K	Hold	253	–	–	﹤0.01%	851
2025 Q3	$1.15K	Hold	253	–	–	﹤0.01%	841
2025 Q2	$1.07K	Hold	253	–	–	﹤0.01%	849
2025 Q1	$966	Buy	+253	New	+$837	﹤0.01%	894

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

Private Wealth Asset Management's LYG Position: Q2 2026 in Review

Private Wealth Asset Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 253 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Private Wealth Asset Management first reported a position in LYG in Q1 2025 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Private Wealth Asset Management held 253 shares of Lloyds Banking Group worth $1.48K as of Q2 2026.
Private Wealth Asset Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #867 holding.
Private Wealth Asset Management first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 6 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.