Salem Investment Counselors’s Lloyds Banking Group LYG Stock Holding History

Salem Investment Counselors’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	$40.8K	Hold	7,000	–	–	﹤0.01%	658
2026 Q1	$35.2K	Buy	+7,000	New	+$38.4K	﹤0.01%	668
2025 Q4	–	Sell	-7,000	Closed	-$31.8K	–	833
2025 Q3	$31.8K	Hold	7,000	–	–	﹤0.01%	679
2025 Q2	$29.8K	Hold	7,000	–	–	﹤0.01%	670
2025 Q1	$26.7K	Hold	7,000	–	–	﹤0.01%	671
2024 Q4	$19K	Sell	7,000 -13,000	-65%	-$37.1K	﹤0.01%	723
2024 Q3	$62.4K	Buy	20,000 +1,500	+8%	+$4.5K	﹤0.01%	546
2024 Q2	$50.5K	Buy	18,500 +6,000	+48%	+$16.1K	﹤0.01%	552
2024 Q1	$32.4K	Sell	12,500 -24,200	-66%	-$55.5K	﹤0.01%	638
2023 Q4	$87.7K	Buy	+36,700	New	+$78.6K	﹤0.01%	458
2017 Q2	–	Sell	-58,580	Closed	-$49K	–	712
2017 Q1	$49K	Buy	+58,580	New	+$197K	0.01%	387

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Salem Investment Counselors's LYG Position: Q2 2026 in Review

Salem Investment Counselors held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 7,000 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Salem Investment Counselors first reported a position in LYG in Q1 2017 and has held it in 11 quarters since. The position peaked at $87.7K in Q4 2023. 297 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Salem Investment Counselors held 7,000 shares of Lloyds Banking Group worth $40.8K as of Q2 2026.
Salem Investment Counselors left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #658 holding.
Salem Investment Counselors first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 11 quarters since.
Salem Investment Counselors's Lloyds Banking Group position peaked at $87.7K in Q4 2023.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.