Retirement Wealth Solutions’s Lloyds Banking Group LYG Stock Holding History

Retirement Wealth Solutions’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	$11.3K	Buy	1,939 +48	+3%	+$260	0.01%	217
2026 Q1	$9.51K	Buy	1,891 +264	+16%	+$1.45K	0.01%	214
2025 Q4	$8.62K	Buy	1,627 +56	+4%	+$271	0.01%	240
2025 Q3	$7.13K	Buy	+1,571	New	+$6.87K	﹤0.01%	259
2025 Q2	–	Sell	-1,039	Closed	-$3.97K	–	448
2025 Q1	$3.97K	Hold	1,039	–	–	﹤0.01%	308
2024 Q4	$2.68K	Buy	+1,039	New	+$2.97K	﹤0.01%	352

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Retirement Wealth Solutions's LYG Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Lloyds Banking Group (LYG) stake by 2.5% in Q2 2026, buying an estimated $260 and bringing the position to 1,939 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #217.

Retirement Wealth Solutions first reported a position in LYG in Q4 2024 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Retirement Wealth Solutions held 1,939 shares of Lloyds Banking Group worth $11.3K as of Q2 2026.
Retirement Wealth Solutions bought 48 Lloyds Banking Group shares in Q2 2026, an estimated $260.
Lloyds Banking Group made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #217 holding.
Retirement Wealth Solutions first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 6 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.