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Quaker Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Quaker Wealth Management’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
Q1 		– Sell
-573
Closed -$3.04K – 1010
2025
Q4 		$3.04K Buy
+573
New +$2.77K ﹤0.01% 403

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Quaker Wealth Management's LYG Position: Q1 2026 in Review

Quaker Wealth Management sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 573 shares — an estimated $3.04K sold.

Quaker Wealth Management first reported a position in LYG in Q4 2025 and held it in 1 quarter. The position peaked at $3.04K in Q4 2025. 572 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Quaker Wealth Management reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 573 Lloyds Banking Group shares in Q1 2026, an estimated $3.04K.
  • Quaker Wealth Management first reported a position in Lloyds Banking Group in Q4 2025 and held it in 1 quarter.
  • Quaker Wealth Management's Lloyds Banking Group position peaked at $3.04K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.