RIL
LYG icon

Rothschild Investment LLC’s Lloyds Banking Group LYG Stock Holding History

Rothschild Investment LLC’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 		$112K Buy
19,190
+2,703
+16% +$14.7K ﹤0.01% 1014
2026
Q1 		$82.9K Buy
16,487
+1,805
+12% +$9.9K ﹤0.01% 961
2025
Q4 		$77.8K Buy
14,682
+198
+1% +$959 ﹤0.01% 888
2025
Q3 		$65.8K Buy
14,484
+8,257
+133% +$36.1K ﹤0.01% 919
2025
Q2 		$26.5K Buy
6,227
+133
+2% +$529 ﹤0.01% 957
2025
Q1 		$23.3K Buy
6,094
+691
+13% +$2.29K ﹤0.01% 962
2024
Q4 		$14.7K Sell
5,403
-8,188
-60% -$23.4K ﹤0.01% 1077
2024
Q3 		$42.4K Buy
13,591
+934
+7% +$2.8K ﹤0.01% 822
2024
Q2 		$34.6K Buy
12,657
+11,757
+1,306% +$31.5K ﹤0.01% 842
2024
Q1 		$2.33K Sell
900
-1,337
-60% -$3.07K ﹤0.01% 1198
2023
Q4 		$5.35K Buy
+2,237
New +$4.79K ﹤0.01% 1072

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

Rothschild Investment LLC's LYG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Lloyds Banking Group (LYG) stake by 16% in Q2 2026, buying an estimated $14.7K and bringing the position to 19,190 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Rothschild Investment LLC first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Rothschild Investment LLC held 19,190 shares of Lloyds Banking Group worth $112K as of Q2 2026.
  • Rothschild Investment LLC bought 2,703 Lloyds Banking Group shares in Q2 2026, an estimated $14.7K.
  • Lloyds Banking Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1014 holding.
  • Rothschild Investment LLC first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.