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Riversedge Advisors’s Lloyds Banking Group LYG Stock Holding History

Riversedge Advisors’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 		$230K Buy
39,409
+9,964
+34% +$54K 0.03% 280
2026
Q1 		$148K Buy
29,445
+406
+1% +$2.23K 0.02% 213
2025
Q4 		$154K Buy
29,039
+1,226
+4% +$5.94K 0.03% 212
2025
Q3 		$126K Buy
27,813
+2,133
+8% +$9.32K 0.02% 196
2025
Q2 		$109K Buy
25,680
+2,433
+10% +$9.67K 0.02% 123
2025
Q1 		$88.8K Buy
23,247
+3,169
+16% +$10.5K 0.02% 116
2024
Q4 		$54.6K Buy
20,078
+2,834
+16% +$8.09K 0.01% 98
2024
Q3 		$53.8K Buy
17,244
+1,164
+7% +$3.49K 0.01% 97
2024
Q2 		$43.9K Buy
16,080
+1,425
+10% +$3.82K 0.01% 90
2024
Q1 		$38K Buy
14,655
+3,540
+32% +$8.12K 0.01% 87
2023
Q4 		$26.6K Buy
+11,115
New +$23.8K 0.01% 79

Other funds holding LYG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Riversedge Advisors's LYG Position: Q2 2026 in Review

Riversedge Advisors increased its Lloyds Banking Group (LYG) stake by 34% in Q2 2026, buying an estimated $54K and bringing the position to 39,409 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #280.

Riversedge Advisors first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Riversedge Advisors held 39,409 shares of Lloyds Banking Group worth $230K as of Q2 2026.
  • Riversedge Advisors bought 9,964 Lloyds Banking Group shares in Q2 2026, an estimated $54K.
  • Lloyds Banking Group made up 0.03% of Riversedge Advisors's portfolio in Q2 2026, its #280 holding.
  • Riversedge Advisors first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 171 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.