ProVise Management Group’s Lloyds Banking Group LYG Stock Holding History

ProVise Management 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	$148K	Buy	25,411 +131	+0.5%	+$710	0.01%	279
2026 Q1	$127K	Buy	25,280 +453	+2%	+$2.48K	0.01%	258
2025 Q4	$132K	Buy	24,827 +65	+0.3%	+$315	0.01%	255
2025 Q3	$112K	Hold	24,762	–	–	0.01%	255
2025 Q2	$105K	Buy	24,762 +97	+0.4%	+$386	0.01%	257
2025 Q1	$94.2K	Hold	24,665	–	–	0.01%	247
2024 Q4	$67.1K	Hold	24,665	–	–	0.01%	256
2024 Q3	$77K	Buy	24,665 +864	+4%	+$2.59K	0.01%	293
2024 Q2	$65K	Hold	23,801	–	–	0.01%	294
2024 Q1	$61.6K	Sell	23,801 -9,000	-27%	-$20.7K	0.01%	297
2023 Q4	$78.4K	Hold	32,801	–	–	0.01%	340
2023 Q3	$69.9K	Sell	32,801 -7,122	-18%	-$15.4K	0.01%	334
2023 Q2	$87.8K	Hold	39,923	–	–	0.01%	343
2023 Q1	$92.6K	Sell	39,923 -4,000	-9%	-$9.68K	0.01%	339
2022 Q4	$96.6K	Buy	43,923 +28,700	+189%	+$59K	0.01%	314
2022 Q3	$27K	Buy	15,223 +1,176	+8%	+$2.44K	﹤0.01%	312
2022 Q2	$29K	Buy	14,047 +304	+2%	+$671	﹤0.01%	326
2022 Q1	$33K	Buy	13,743 +22	+0.2%	+$59	﹤0.01%	372
2021 Q4	$35K	Buy	+13,721	New	+$35K	﹤0.01%	391

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

ProVise Management Group's LYG Position: Q2 2026 in Review

ProVise Management Group increased its Lloyds Banking Group (LYG) stake by 0.52% in Q2 2026, buying an estimated $710 and bringing the position to 25,411 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #279.

ProVise Management Group first reported a position in LYG in Q4 2021 and has held it in 19 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

ProVise Management Group held 25,411 shares of Lloyds Banking Group worth $148K as of Q2 2026.
ProVise Management Group bought 131 Lloyds Banking Group shares in Q2 2026, an estimated $710.
Lloyds Banking Group made up 0.01% of ProVise Management Group's portfolio in Q2 2026, its #279 holding.
ProVise Management Group first reported a position in Lloyds Banking Group in Q4 2021 and has held it in 19 quarters since.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.