SageView Advisory Group’s Lloyds Banking Group LYG Stock Holding History

SageView Advisory Group’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	$70.8K	Buy	12,144 +188	+2%	+$1.02K	﹤0.01%	612
2026 Q1	$60.1K	Buy	11,956 +344	+3%	+$1.89K	﹤0.01%	584
2025 Q4	$61.5K	Hold	11,612	–	–	﹤0.01%	992
2025 Q3	$52.7K	Buy	11,612 +101	+0.9%	+$442	﹤0.01%	637
2025 Q2	$48.3K	Buy	11,511 +177	+2%	+$704	﹤0.01%	612
2025 Q1	$43.3K	Sell	11,334 -17	-0.1%	-$56	﹤0.01%	593
2024 Q4	$30.9K	Sell	11,351 -37	-0.3%	-$106	﹤0.01%	584
2024 Q3	$35.5K	Sell	11,388 -24,287	-68%	-$72.9K	﹤0.01%	506
2024 Q2	$97.4K	Buy	+35,675	New	+$95.7K	﹤0.01%	552
2024 Q1	–	Sell	-40,601	Closed	-$85.7K	–	660
2023 Q4	$85.7K	Buy	+40,601	New	+$87K	﹤0.01%	630
2023 Q3	–	Sell	-10,101	Closed	-$22.2K	–	537
2023 Q2	$22.2K	Buy	+10,101	New	+$23.2K	﹤0.01%	542

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SageView Advisory Group's LYG Position: Q2 2026 in Review

SageView Advisory Group increased its Lloyds Banking Group (LYG) stake by 1.6% in Q2 2026, buying an estimated $1.02K and bringing the position to 12,144 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

SageView Advisory Group first reported a position in LYG in Q2 2023 and has held it in 11 quarters since. The position peaked at $97.4K in Q2 2024. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

SageView Advisory Group held 12,144 shares of Lloyds Banking Group worth $70.8K as of Q2 2026.
SageView Advisory Group bought 188 Lloyds Banking Group shares in Q2 2026, an estimated $1.02K.
Lloyds Banking Group made up ﹤0.01% of SageView Advisory Group's portfolio in Q2 2026, its #612 holding.
SageView Advisory Group first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 11 quarters since.
SageView Advisory Group's Lloyds Banking Group position peaked at $97.4K in Q2 2024.
613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.