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R Squared’s Lloyds Banking Group LYG Stock Holding History

R Squared’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 		$129K Buy
+22,156
New +$120K 0.07% 384

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

R Squared's LYG Position: Q2 2026 in Review

R Squared opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 22,156 shares worth $129K. The stake represents 0.07% of the portfolio and ranks #384 among its holdings.

608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • R Squared held 22,156 shares of Lloyds Banking Group worth $129K as of Q2 2026.
  • Lloyds Banking Group was a new R Squared position in Q2 2026.
  • Lloyds Banking Group made up 0.07% of R Squared's portfolio in Q2 2026, its #384 holding.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.