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Proffitt & Goodson’s Lloyds Banking Group LYG Stock Holding History

Proffitt & Goodson’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 		$8.97K Hold
1,539
– – ﹤0.01% 246
2026
Q1 		$7.74K Hold
1,539
– – ﹤0.01% 244
2025
Q4 		$8.16K Sell
1,539
-224
-13% -$1.08K ﹤0.01% 240
2025
Q3 		$8.01K Buy
+1,763
New +$7.71K ﹤0.01% 275

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

Proffitt & Goodson's LYG Position: Q2 2026 in Review

Proffitt & Goodson held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 1,539 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Proffitt & Goodson first reported a position in LYG in Q3 2025 and has held it in 4 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Proffitt & Goodson held 1,539 shares of Lloyds Banking Group worth $8.97K as of Q2 2026.
  • Proffitt & Goodson left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Proffitt & Goodson's portfolio in Q2 2026, its #246 holding.
  • Proffitt & Goodson first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 4 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.