Prospera Financial Services’s Lloyds Banking Group LYG Stock Holding History

Prospera Financial Services’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	$162K	Sell	27,768 -148,624	-84%	-$806K	﹤0.01%	1414
2026 Q1	$887K	Sell	176,392 -317,050	-64%	-$1.74M	0.01%	764
2025 Q4	$2.62M	Buy	493,442 +460,431	+1,395%	+$2.23M	0.04%	417
2025 Q3	$150K	Buy	33,011 +883	+3%	+$3.86K	﹤0.01%	1311
2025 Q2	$137K	Sell	32,128 -942	-3%	-$3.74K	﹤0.01%	1272
2025 Q1	$126K	Buy	33,070 +756	+2%	+$2.5K	﹤0.01%	1134
2024 Q4	$87.9K	Sell	32,314 -6,811	-17%	-$19.5K	﹤0.01%	1114
2024 Q3	$122K	Buy	39,125 +1,432	+4%	+$4.3K	﹤0.01%	1091
2024 Q2	$103K	Buy	37,693 +11,744	+45%	+$31.5K	﹤0.01%	1097
2024 Q1	$67.2K	Sell	25,949 -5,513	-18%	-$12.7K	﹤0.01%	1070
2023 Q4	$75.2K	Buy	31,462 +3,059	+11%	+$6.55K	﹤0.01%	1025
2023 Q3	$60.5K	Buy	28,403 +14,789	+109%	+$32.1K	﹤0.01%	989
2023 Q2	$29.9K	Buy	+13,614	New	+$31.2K	﹤0.01%	996
2022 Q2	–	Sell	-934	Closed	-$2K	–	2185
2022 Q1	$2K	Buy	+934	New	+$2.48K	﹤0.01%	2491

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

Prospera Financial Services's LYG Position: Q2 2026 in Review

Prospera Financial Services reduced its Lloyds Banking Group (LYG) stake by 84% in Q2 2026, selling an estimated $806K and leaving 27,768 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Prospera Financial Services first reported a position in LYG in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.62M in Q4 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Prospera Financial Services held 27,768 shares of Lloyds Banking Group worth $162K as of Q2 2026.
Prospera Financial Services sold 148,624 Lloyds Banking Group shares in Q2 2026, an estimated $806K.
Lloyds Banking Group made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1414 holding.
Prospera Financial Services first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 14 quarters since.
Prospera Financial Services's Lloyds Banking Group position peaked at $2.62M in Q4 2025.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.