Purkiss Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

Purkiss Capital Advisors’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	$265K	Buy	45,456 +6,196	+16%	+$33.6K	0.1%	156
2026 Q1	$197K	Hold	39,260	–	–	0.09%	167
2025 Q4	$208K	Hold	39,260	–	–	0.1%	161
2025 Q3	$178K	Buy	39,260 +25,178	+179%	+$110K	0.09%	165
2025 Q2	$59.8K	Buy	+14,082	New	+$56K	0.03%	152

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

Purkiss Capital Advisors's LYG Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Lloyds Banking Group (LYG) stake by 16% in Q2 2026, buying an estimated $33.6K and bringing the position to 45,456 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #156.

Purkiss Capital Advisors first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Purkiss Capital Advisors held 45,456 shares of Lloyds Banking Group worth $265K as of Q2 2026.
Purkiss Capital Advisors bought 6,196 Lloyds Banking Group shares in Q2 2026, an estimated $33.6K.
Lloyds Banking Group made up 0.1% of Purkiss Capital Advisors's portfolio in Q2 2026, its #156 holding.
Purkiss Capital Advisors first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.