RMR Wealth Builders’s Lloyds Banking Group LYG Stock Holding History

RMR Wealth Builders’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	$94.8K	Buy	16,258 +195	+1%	+$1.06K	0.01%	312
2026 Q1	$80.8K	Buy	+16,063	New	+$88.1K	0.01%	275
2023 Q4	–	Sell	-12,700	Closed	-$27.1K	–	239
2023 Q3	$27.1K	Hold	12,700	–	–	﹤0.01%	230
2023 Q2	$27.9K	Hold	12,700	–	–	﹤0.01%	212
2023 Q1	$29.5K	Hold	12,700	–	–	0.01%	212
2022 Q4	$27.9K	Hold	12,700	–	–	0.01%	192
2022 Q3	$23K	Hold	12,700	–	–	0.01%	195
2022 Q2	$26K	Hold	12,700	–	–	0.01%	194
2022 Q1	$31K	Buy	+12,700	New	+$33.8K	0.01%	205

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

RMR Wealth Builders's LYG Position: Q2 2026 in Review

RMR Wealth Builders increased its Lloyds Banking Group (LYG) stake by 1.2% in Q2 2026, buying an estimated $1.06K and bringing the position to 16,258 shares worth $94.8K. The position accounts for 0.01% of the portfolio, ranked #312.

RMR Wealth Builders first reported a position in LYG in Q1 2022 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

RMR Wealth Builders held 16,258 shares of Lloyds Banking Group worth $94.8K as of Q2 2026.
RMR Wealth Builders bought 195 Lloyds Banking Group shares in Q2 2026, an estimated $1.06K.
Lloyds Banking Group made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #312 holding.
RMR Wealth Builders first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 9 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.