Prosperity Consulting Group’s Lloyds Banking Group LYG Stock Holding History

Prosperity Consulting Group’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	$197K	Buy	33,827 +5,627	+20%	+$30.5K	0.01%	622
2026 Q1	$142K	Sell	28,200 -367	-1%	-$2.01K	0.01%	517
2025 Q4	$151K	Buy	28,567 +260	+0.9%	+$1.26K	0.01%	500
2025 Q3	$129K	Buy	28,307 +3,971	+16%	+$17.4K	0.01%	488
2025 Q2	$103K	Sell	24,336 -43,995	-64%	-$175K	0.01%	446
2025 Q1	$261K	Buy	68,331 +1,994	+3%	+$6.59K	0.02%	386
2024 Q4	$180K	Buy	66,337 +5,111	+8%	+$14.6K	0.01%	455
2024 Q3	$191K	Buy	61,226 +39,830	+186%	+$120K	0.01%	450
2024 Q2	$58.4K	Sell	21,396 -66,562	-76%	-$179K	0.01%	303
2024 Q1	$228K	Buy	87,958 +40,783	+86%	+$93.6K	0.03%	306
2023 Q4	$113K	Buy	+47,175	New	+$101K	0.04%	201

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

Prosperity Consulting Group's LYG Position: Q2 2026 in Review

Prosperity Consulting Group increased its Lloyds Banking Group (LYG) stake by 20% in Q2 2026, buying an estimated $30.5K and bringing the position to 33,827 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #622.

Prosperity Consulting Group first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $261K in Q1 2025. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Prosperity Consulting Group held 33,827 shares of Lloyds Banking Group worth $197K as of Q2 2026.
Prosperity Consulting Group bought 5,627 Lloyds Banking Group shares in Q2 2026, an estimated $30.5K.
Lloyds Banking Group made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #622 holding.
Prosperity Consulting Group first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
Prosperity Consulting Group's Lloyds Banking Group position peaked at $261K in Q1 2025.
610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.