Retirement Planning Company of New England’s Lloyds Banking Group LYG Stock Holding History

Retirement Planning Company of New England’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	$145K	Sell	24,880 -338	-1%	-$1.83K	0.05%	258
2026 Q1	$127K	Buy	25,218 +12	+0%	+$66	0.05%	244
2025 Q4	$134K	Hold	25,206	–	–	0.05%	241
2025 Q3	$114K	Sell	25,206 -466	-2%	-$2.04K	0.05%	242
2025 Q2	$109K	Sell	25,672 -1,313	-5%	-$5.22K	0.05%	230
2025 Q1	$103K	Buy	26,985 +6,433	+31%	+$21.3K	0.05%	224
2024 Q4	$55.9K	Buy	20,552 +4,022	+24%	+$11.5K	0.03%	229
2024 Q3	$51.6K	Buy	16,530 +220	+1%	+$660	0.03%	228
2024 Q2	$44.5K	Sell	16,310 -2,736	-14%	-$7.34K	0.02%	210
2024 Q1	$49.3K	Buy	+19,046	New	+$43.7K	0.03%	217

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Retirement Planning Company of New England's LYG Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Lloyds Banking Group (LYG) stake by 1.3% in Q2 2026, selling an estimated $1.83K and leaving 24,880 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #258.

Retirement Planning Company of New England first reported a position in LYG in Q1 2024 and has held it in 10 quarters since. 417 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Retirement Planning Company of New England held 24,880 shares of Lloyds Banking Group worth $145K as of Q2 2026.
Retirement Planning Company of New England sold 338 Lloyds Banking Group shares in Q2 2026, an estimated $1.83K.
Lloyds Banking Group made up 0.05% of Retirement Planning Company of New England's portfolio in Q2 2026, its #258 holding.
Retirement Planning Company of New England first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 10 quarters since.
417 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.