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FAI Advisors’s Lloyds Banking Group LYG Stock Holding History

FAI 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
Q3 		$66.9K Buy
11,884
+1,462
+14% +$8.76K 0.03% 182
2026
Q2 		$60.8K Sell
10,422
-234
-2% -$1.27K 0.02% 184
2026
Q1 		$53.6K Buy
+10,656
New +$58.5K 0.02% 166

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

FAI Advisors's LYG Position: Q3 2026 in Review

FAI Advisors increased its Lloyds Banking Group (LYG) stake by 14% in Q3 2026, buying an estimated $8.76K and bringing the position to 11,884 shares worth $66.9K. The position accounts for 0.03% of the portfolio, ranked #182.

FAI Advisors first reported a position in LYG in Q1 2026 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • FAI Advisors held 11,884 shares of Lloyds Banking Group worth $66.9K as of Q3 2026.
  • FAI Advisors bought 1,462 Lloyds Banking Group shares in Q3 2026, an estimated $8.76K.
  • Lloyds Banking Group made up 0.03% of FAI Advisors's portfolio in Q3 2026, its #182 holding.
  • FAI Advisors first reported a position in Lloyds Banking Group in Q1 2026 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.