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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
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% -$5.63K ﹤0.01% 618
2025
Q2 		$59.7K Buy
+14,039
New +$55.8K 0.01% 247

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

Root Financial Partners's LYG Position: Q2 2026 in Review

Root Financial Partners reduced its Lloyds Banking Group (LYG) stake by 4.9% in Q2 2026, selling an estimated $3.5K and leaving 12,518 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Root Financial Partners first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Root Financial Partners held 12,518 shares of Lloyds Banking Group worth $73K as of Q2 2026.
  • Root Financial Partners sold 645 Lloyds Banking Group shares in Q2 2026, an estimated $3.5K.
  • Lloyds Banking Group made up ﹤0.01% of Root Financial Partners's portfolio in Q2 2026, its #403 holding.
  • Root Financial Partners first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.