Raymond James Financial
LYG icon

Raymond James Financial’s Lloyds Banking Group LYG Stock Holding History

Raymond James Financial’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 		$13.9M Buy
2,763,567
+395,240
+17% +$2.17M ﹤0.01% 1753
2025
Q4 		$12.6M Buy
2,368,327
+88,309
+4% +$428K ﹤0.01% 1784
2025
Q3 		$10.4M Buy
2,280,018
+440,141
+24% +$1.92M ﹤0.01% 1894
2025
Q2 		$7.82M Sell
1,839,877
-2,509,512
-58% -$9.98M ﹤0.01% 2056
2025
Q1 		$16.6M Buy
4,349,389
+222,180
+5% +$735K 0.01% 1452
2024
Q4 		$11.2M Buy
+4,127,209
New +$11.8M ﹤0.01% 1762

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial's LYG Position: Q1 2026 in Review

Raymond James Financial increased its Lloyds Banking Group (LYG) stake by 17% in Q1 2026, buying an estimated $2.17M and bringing the position to 2,763,567 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Raymond James Financial first reported a position in LYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.6M in Q1 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Raymond James Financial held 2,763,567 shares of Lloyds Banking Group worth $13.9M as of Q1 2026.
  • Raymond James Financial bought 395,240 Lloyds Banking Group shares in Q1 2026, an estimated $2.17M.
  • Lloyds Banking Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1753 holding.
  • Raymond James Financial first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Lloyds Banking Group position peaked at $16.6M in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.