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Rehmann Capital Advisory Group’s Lloyds Banking Group LYG Stock Holding History

Rehmann Capital Advisory Group’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 		$70K Buy
+13,916
New +$76.3K ﹤0.01% 671
2025
Q4 		– Sell
-19,440
Closed -$96.4K – 675
2025
Q3 		$96.4K Sell
19,440
-4,218
-18% -$18.4K 0.01% 629
2025
Q2 		$101K Sell
23,658
-15,361
-39% -$61.1K 0.01% 602
2025
Q1 		$149K Buy
39,019
+680
+2% +$2.25K 0.01% 587
2024
Q4 		$104K Buy
38,339
+3,451
+10% +$9.86K 0.01% 590
2024
Q3 		$111K Buy
34,888
+5,386
+18% +$16.2K 0.01% 585
2024
Q2 		$80.7K Buy
29,502
+5,770
+24% +$15.5K 0.01% 570
2024
Q1 		$61.5K Sell
23,732
-19,490
-45% -$44.7K ﹤0.01% 568
2023
Q4 		$103K Sell
43,222
-631
-1% -$1.35K 0.01% 544
2023
Q3 		$93.4K Sell
43,853
-2,952
-6% -$6.4K 0.01% 507
2023
Q2 		$103K Buy
46,805
+21,404
+84% +$49.1K 0.01% 524
2023
Q1 		$58.9K Buy
25,401
+98
+0.4% +$237 0.01% 529
2022
Q4 		$55.7K Sell
25,303
-4,764
-16% -$9.8K 0.01% 536
2022
Q3 		$53.8K Buy
30,067
+13,949
+87% +$29K 0.01% 506
2022
Q2 		$32.9K Sell
16,118
-5,476
-25% -$12.1K ﹤0.01% 500
2022
Q1 		$52K Buy
21,594
+9,875
+84% +$26.3K ﹤0.01% 520
2021
Q4 		$29.9K Buy
+11,719
New +$29.9K ﹤0.01% 558
2019
Q3 		$24.1K Buy
9,119
+4,000
+78% +$10.4K ﹤0.01% 821
2019
Q2 		$14.5K Buy
5,119
+746
+17% +$2.31K ﹤0.01% 1232
2019
Q1 		$14K Buy
4,373
+266
+6% +$814 ﹤0.01% 1227
2018
Q4 		$10.5K Sell
4,107
-82
-2% -$233 ﹤0.01% 1035
2018
Q3 		$12.7K Buy
4,189
+357
+9% +$1.15K ﹤0.01% 1276
2018
Q2 		$12.8K Sell
3,832
-4,222
-52% -$15K ﹤0.01% 1257
2018
Q1 		$30K Buy
+8,054
New +$31.2K ﹤0.01% 937
2016
Q3 		– Sell
-35,894
Closed -$107K – 386
2016
Q2 		$107K Buy
35,894
+1,747
+5% +$6.84K 0.02% 364
2016
Q1 		$135K Sell
34,147
-3,956
-10% -$15.3K 0.03% 349
2015
Q4 		$166K Sell
38,103
-555
-1% -$2.52K 0.03% 331
2015
Q3 		$178K Buy
38,658
+1,629
+4% +$8.15K 0.04% 312
2015
Q2 		$201K Sell
37,029
-2,535
-6% -$13.2K 0.05% 320
2015
Q1 		$185K Buy
39,564
+2,229
+6% +$10.4K 0.04% 329
2014
Q4 		$173K Sell
37,335
-3,563
-9% -$17.2K 0.04% 321
2014
Q3 		$206K Sell
40,898
-1,307
-3% -$6.58K 0.05% 309
2014
Q2 		$217K Buy
42,205
+1,290
+3% +$6.69K 0.05% 293
2014
Q1 		$208K Buy
40,915
+20,893
+104% +$113K 0.06% 296
2013
Q4 		$107K Sell
20,022
-1,389
-6% -$6.97K 0.03% 299
2013
Q3 		$103K Sell
21,411
-2,369
-10% -$10.7K 0.03% 275
2013
Q2 		$91K Buy
+23,780
New +$82.7K 0.03% 257

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 $6.48B AUM 18.36% 1-Year Est. Return
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

Rehmann Capital Advisory Group's LYG Position: Q1 2026 in Review

Rehmann Capital Advisory Group opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 13,916 shares worth $70K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Rehmann Capital Advisory Group previously reported a position in LYG as recently as Q3 2025.

Rehmann Capital Advisory Group first reported a position in LYG in Q2 2013 and has held it in 37 quarters since. The position peaked at $217K in Q2 2014. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Rehmann Capital Advisory Group held 13,916 shares of Lloyds Banking Group worth $70K as of Q1 2026.
  • Lloyds Banking Group was a new Rehmann Capital Advisory Group position in Q1 2026.
  • Lloyds Banking Group made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #671 holding.
  • Rehmann Capital Advisory Group first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 37 quarters since.
  • Rehmann Capital Advisory Group's Lloyds Banking Group position peaked at $217K in Q2 2014.
  • 567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.