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Ritholtz Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Ritholtz Wealth Management’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 		$6.39M Buy
1,095,240
+47,114
+4% +$255K 0.1% 129
2026
Q1 		$5.27M Buy
1,048,126
+52,906
+5% +$290K 0.09% 151
2025
Q4 		$5.27M Buy
995,220
+25,669
+3% +$124K 0.1% 135
2025
Q3 		$4.4M Buy
969,551
+37,471
+4% +$164K 0.09% 150
2025
Q2 		$3.96M Sell
932,080
-254,264
-21% -$1.01M 0.09% 141
2025
Q1 		$4.53M Sell
1,186,344
-61,376
-5% -$203K 0.14% 105
2024
Q4 		$3.39M Sell
1,247,720
-231,254
-16% -$660K 0.1% 127
2024
Q3 		$4.61M Buy
1,478,974
+252,365
+21% +$757K 0.14% 88
2024
Q2 		$3.35M Buy
1,226,609
+475,255
+63% +$1.27M 0.11% 120
2024
Q1 		$1.95M Buy
751,354
+406,646
+118% +$933K 0.07% 202
2023
Q4 		$824K Buy
344,708
+161,610
+88% +$346K 0.03% 369
2023
Q3 		$390K Sell
183,098
-295
-0.2% -$640 0.02% 498
2023
Q2 		$403K Buy
183,393
+86,735
+90% +$199K 0.02% 475
2023
Q1 		$224K Sell
96,658
-6,980
-7% -$16.9K 0.01% 583
2022
Q4 		$228K Sell
103,638
-6,458
-6% -$13.3K 0.01% 508
2022
Q3 		$197K Sell
110,096
-12,913
-10% -$26.8K 0.01% 659
2022
Q2 		$251K Sell
123,009
-42,551
-26% -$93.9K 0.02% 450
2022
Q1 		$399K Sell
165,560
-137
-0.1% -$364 0.03% 349
2021
Q4 		$423K Sell
165,697
-1,466
-0.9% -$3.74K 0.03% 334
2021
Q3 		$410K Sell
167,163
-6,291
-4% -$15.4K 0.03% 310
2021
Q2 		$442K Sell
173,454
-35,188
-17% -$90.3K 0.03% 280
2021
Q1 		$484K Buy
208,642
+68,744
+49% +$143K 0.04% 214
2020
Q4 		$274K Buy
139,898
+67,299
+93% +$113K 0.03% 277
2020
Q3 		$94K Sell
72,599
-128,538
-64% -$180K 0.01% 294
2020
Q2 		$302K Buy
201,137
+160,290
+392% +$240K 0.04% 176
2020
Q1 		$62K Buy
+40,847
New +$105K 0.01% 162

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

Ritholtz Wealth Management's LYG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Lloyds Banking Group (LYG) stake by 4.5% in Q2 2026, buying an estimated $255K and bringing the position to 1,095,240 shares worth $6.39M. The position accounts for 0.1% of the portfolio, ranked #129.

Ritholtz Wealth Management first reported a position in LYG in Q1 2020 and has held it in 26 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Ritholtz Wealth Management held 1,095,240 shares of Lloyds Banking Group worth $6.39M as of Q2 2026.
  • Ritholtz Wealth Management bought 47,114 Lloyds Banking Group shares in Q2 2026, an estimated $255K.
  • Lloyds Banking Group made up 0.1% of Ritholtz Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Ritholtz Wealth Management first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 26 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.