Root Financial Partners
LYG icon

Root Financial Partners’s Lloyds Banking Group LYG Stock Holding History

Root Financial Partners’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 		$88.6K Buy
15,744
+3,226
+26% +$19.3K ﹤0.01% 792
2026
Q2 		$73K Sell
12,518
-645
-5% -$3.5K ﹤0.01% 403
2026
Q1 		$66.2K Sell
13,163
-55
-0.4% -$302 ﹤0.01% 737
2025
Q4 		$70.1K Buy
13,218
+468
+4% +$2.27K ﹤0.01% 596
2025
Q3 		$57.9K Sell
12,750
-1,289
-9% -$5.64K ﹤0.01% 618
2025
Q2 		$59.7K Buy
+14,039
New +$55.8K 0.01% 247

Other funds holding LYG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's LYG Position: Q3 2026 in Review

Root Financial Partners increased its Lloyds Banking Group (LYG) stake by 26% in Q3 2026, buying an estimated $19.3K and bringing the position to 15,744 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Root Financial Partners first reported a position in LYG in Q2 2025 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Root Financial Partners held 15,744 shares of Lloyds Banking Group worth $88.6K as of Q3 2026.
  • Root Financial Partners bought 3,226 Lloyds Banking Group shares in Q3 2026, an estimated $19.3K.
  • Lloyds Banking Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #792 holding.
  • Root Financial Partners first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.