Robertson Stephens Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Robertson Stephens 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	$85.9K	Buy	14,735 +455	+3%	+$2.47K	﹤0.01%	633
2026 Q1	$71.8K	Buy	14,280 +740	+5%	+$4.06K	﹤0.01%	603
2025 Q4	$71.8K	Sell	13,540 -324	-2%	-$1.57K	﹤0.01%	628
2025 Q3	$62.9K	Buy	13,864 +1,256	+10%	+$5.49K	﹤0.01%	524
2025 Q2	$53.6K	Buy	12,608 +1,772	+16%	+$7.04K	﹤0.01%	541
2025 Q1	$41.4K	Buy	10,836 +240	+2%	+$794	﹤0.01%	538
2024 Q4	$28.8K	Hold	10,596	–	–	﹤0.01%	554
2024 Q3	$33.1K	Sell	10,596 -2,658	-20%	-$7.97K	﹤0.01%	617
2024 Q2	$36.2K	Buy	13,254 +3,178	+32%	+$8.52K	﹤0.01%	489
2024 Q1	$26.1K	Hold	10,076	–	–	﹤0.01%	489
2023 Q4	$24.1K	Hold	10,076	–	–	﹤0.01%	440
2023 Q3	$21.5K	Buy	+10,076	New	+$21.9K	﹤0.01%	440

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

Robertson Stephens Wealth Management's LYG Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Lloyds Banking Group (LYG) stake by 3.2% in Q2 2026, buying an estimated $2.47K and bringing the position to 14,735 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Robertson Stephens Wealth Management first reported a position in LYG in Q3 2023 and has held it in 12 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Robertson Stephens Wealth Management held 14,735 shares of Lloyds Banking Group worth $85.9K as of Q2 2026.
Robertson Stephens Wealth Management bought 455 Lloyds Banking Group shares in Q2 2026, an estimated $2.47K.
Lloyds Banking Group made up ﹤0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #633 holding.
Robertson Stephens Wealth Management first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 12 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.