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RFG Advisory’s Lloyds Banking Group LYG Stock Holding History

RFG Advisory’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 		$81.5K Buy
+13,981
New +$75.8K ﹤0.01% 1109
2021
Q1 		– Sell
-11,575
Closed -$23K – 448
2020
Q4 		$23K Hold
11,575
– – ﹤0.01% 434
2020
Q3 		$15K Hold
11,575
– – ﹤0.01% 404
2020
Q2 		$17K Sell
11,575
-2,030
-15% -$3.04K ﹤0.01% 391
2020
Q1 		$21K Buy
13,605
+2,902
+27% +$7.48K ﹤0.01% 345
2019
Q4 		$35K Sell
10,703
-312
-3% -$944 0.01% 367
2019
Q3 		$29K Buy
+11,015
New +$28.6K 0.01% 334

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

RFG Advisory's LYG Position: Q2 2026 in Review

RFG Advisory opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 13,981 shares worth $81.5K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: RFG Advisory previously reported a position in LYG as recently as Q4 2020.

RFG Advisory first reported a position in LYG in Q3 2019 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • RFG Advisory held 13,981 shares of Lloyds Banking Group worth $81.5K as of Q2 2026.
  • Lloyds Banking Group was a new RFG Advisory position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1109 holding.
  • RFG Advisory first reported a position in Lloyds Banking Group in Q3 2019 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 RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.