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
Q2 		$17.2M Buy
2,943,648
+180,081
+7% +$977K ﹤0.01% 1666
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

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

Raymond James Financial's LYG Position: Q2 2026 in Review

Raymond James Financial increased its Lloyds Banking Group (LYG) stake by 6.5% in Q2 2026, buying an estimated $977K and bringing the position to 2,943,648 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Raymond James Financial first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Raymond James Financial held 2,943,648 shares of Lloyds Banking Group worth $17.2M as of Q2 2026.
  • Raymond James Financial bought 180,081 Lloyds Banking Group shares in Q2 2026, an estimated $977K.
  • Lloyds Banking Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1666 holding.
  • Raymond James Financial first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.