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Sage Investment Counsel’s Lloyds Banking Group LYG Stock Holding History

Sage Investment Counsel’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 		– Sell
-18,700
Closed -$94.1K – 133
2026
Q1 		$94.1K Sell
18,700
-6,100
-25% -$33.5K 0.1% 122
2025
Q4 		$131K Sell
24,800
-3,200
-11% -$15.5K 0.14% 112
2025
Q3 		$127K Hold
28,000
– – 0.14% 111
2025
Q2 		$119K Hold
28,000
– – 0.14% 111
2025
Q1 		$107K Hold
28,000
– – 0.14% 108
2024
Q4 		$76.2K Buy
+28,000
New +$80K 0.1% 114

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Sage Investment Counsel's LYG Position: Q2 2026 in Review

Sage Investment Counsel sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 18,700 shares — an estimated $94.1K sold.

Sage Investment Counsel first reported a position in LYG in Q4 2024 and held it in 6 quarters. The position peaked at $131K in Q4 2025. 286 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Sage Investment Counsel reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
  • Sage Investment Counsel sold 18,700 Lloyds Banking Group shares in Q2 2026, an estimated $94.1K.
  • Sage Investment Counsel first reported a position in Lloyds Banking Group in Q4 2024 and held it in 6 quarters.
  • Sage Investment Counsel's Lloyds Banking Group position peaked at $131K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.