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Sagespring Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

Sagespring Wealth 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 		$399K Buy
68,395
+3,623
+6% +$19.6K 0.01% 585
2026
Q1 		$326K Sell
64,772
-4,162
-6% -$22.8K 0.01% 631
2025
Q4 		$365K Buy
68,934
+7,896
+13% +$38.2K 0.01% 566
2025
Q3 		$277K Buy
61,038
+6,408
+12% +$28K 0.01% 627
2025
Q2 		$232K Buy
54,630
+10,003
+22% +$39.8K 0.01% 656
2025
Q1 		$170K Buy
+44,627
New +$148K ﹤0.01% 641

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

Sagespring Wealth Partners's LYG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Lloyds Banking Group (LYG) stake by 5.6% in Q2 2026, buying an estimated $19.6K and bringing the position to 68,395 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #585.

Sagespring Wealth Partners first reported a position in LYG in Q1 2025 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Sagespring Wealth Partners held 68,395 shares of Lloyds Banking Group worth $399K as of Q2 2026.
  • Sagespring Wealth Partners bought 3,623 Lloyds Banking Group shares in Q2 2026, an estimated $19.6K.
  • Lloyds Banking Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #585 holding.
  • Sagespring Wealth Partners first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 6 quarters since.
  • 613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.