SRC
LYG icon

Sage Rhino Capital’s Lloyds Banking Group LYG Stock Holding History

Sage Rhino Capital’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 		$289K Buy
49,529
+1,287
+3% +$6.98K 0.05% 231
2026
Q1 		$243K Buy
48,242
+90
+0.2% +$494 0.05% 235
2025
Q4 		$255K Sell
48,152
-281
-0.6% -$1.36K 0.05% 224
2025
Q3 		$220K Buy
48,433
+846
+2% +$3.7K 0.04% 249
2025
Q2 		$202K Buy
47,587
+792
+2% +$3.15K 0.04% 248
2025
Q1 		$179K Buy
46,795
+4,358
+10% +$14.4K 0.04% 241
2024
Q4 		$115K Buy
42,437
+760
+2% +$2.17K 0.03% 257
2024
Q3 		$130K Buy
41,677
+2,256
+6% +$6.77K 0.03% 260
2024
Q2 		$108K Buy
39,421
+1,512
+4% +$4.05K 0.03% 235
2024
Q1 		$98.2K Buy
37,909
+2,688
+8% +$6.17K 0.02% 226
2023
Q4 		$84.2K Buy
35,221
+4,549
+15% +$9.74K 0.02% 219
2023
Q3 		$65.3K Sell
30,672
-931
-3% -$2.02K 0.02% 216
2023
Q2 		$69.5K Buy
31,603
+436
+1% +$1K 0.02% 219
2023
Q1 		$72.3K Buy
31,167
+2,985
+11% +$7.22K 0.02% 216
2022
Q4 		$62K Buy
28,182
+1,783
+7% +$3.67K 0.02% 207
2022
Q3 		$47K Buy
26,399
+3,041
+13% +$6.31K 0.02% 185
2022
Q2 		$48K Sell
23,358
-4,372
-16% -$9.65K 0.02% 199
2022
Q1 		$67K Buy
27,730
+5,917
+27% +$15.7K 0.02% 214
2021
Q4 		$56K Buy
21,813
+2,971
+16% +$7.58K 0.02% 225
2021
Q3 		$46K Buy
18,842
+3,756
+25% +$9.2K 0.01% 201
2021
Q2 		$38K Buy
+15,086
New +$38.7K 0.01% 204
2020
Q2 		– Sell
-25,412
Closed -$38K – 170
2020
Q1 		$38K Sell
25,412
-25,436
-50% -$65.6K 0.03% 140
2019
Q4 		$159K Buy
50,848
+11,561
+29% +$35K 0.09% 147
2019
Q3 		$104K Buy
39,287
+10,773
+38% +$27.9K 0.07% 140
2019
Q2 		$81K Buy
28,514
+3,368
+13% +$10.4K 0.05% 131
2019
Q1 		$81K Buy
+25,146
New +$76.9K 0.05% 123

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

Sage Rhino Capital's LYG Position: Q2 2026 in Review

Sage Rhino Capital increased its Lloyds Banking Group (LYG) stake by 2.7% in Q2 2026, buying an estimated $6.98K and bringing the position to 49,529 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #231.

Sage Rhino Capital first reported a position in LYG in Q1 2019 and has held it in 26 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Sage Rhino Capital held 49,529 shares of Lloyds Banking Group worth $289K as of Q2 2026.
  • Sage Rhino Capital bought 1,287 Lloyds Banking Group shares in Q2 2026, an estimated $6.98K.
  • Lloyds Banking Group made up 0.05% of Sage Rhino Capital's portfolio in Q2 2026, its #231 holding.
  • Sage Rhino Capital first reported a position in Lloyds Banking Group in Q1 2019 and has held it in 26 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.