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 Q3	$66.4K	Sell	11,789 -2,192	-16%	-$13.1K	﹤0.01%	1203
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

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

RFG Advisory's LYG Position: Q3 2026 in Review

RFG Advisory reduced its Lloyds Banking Group (LYG) stake by 16% in Q3 2026, selling an estimated $13.1K and leaving 11,789 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

RFG Advisory first reported a position in LYG in Q3 2019 and has held it in 8 quarters since. The position peaked at $81.5K in Q2 2026. 322 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

RFG Advisory held 11,789 shares of Lloyds Banking Group worth $66.4K as of Q3 2026.
RFG Advisory sold 2,192 Lloyds Banking Group shares in Q3 2026, an estimated $13.1K.
Lloyds Banking Group made up ﹤0.01% of RFG Advisory's portfolio in Q3 2026, its #1203 holding.
RFG Advisory first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 8 quarters since.
RFG Advisory's Lloyds Banking Group position peaked at $81.5K in Q2 2026.
322 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.