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Salomon & Ludwin’s Lloyds Banking Group LYG Stock Holding History

Salomon & Ludwin’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 		$64.4K Sell
10,922
-2,948
-21% -$16K 0.01% 428
2026
Q1 		$72.3K Buy
13,870
+7,401
+114% +$40.6K 0.01% 337
2025
Q4 		$35.4K Buy
6,469
+510
+9% +$2.47K ﹤0.01% 531
2025
Q3 		$27.4K Buy
5,959
+5,744
+2,672% +$25.1K ﹤0.01% 634
2025
Q2 		$866 Buy
+215
New +$855 ﹤0.01% 757

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

Salomon & Ludwin's LYG Position: Q2 2026 in Review

Salomon & Ludwin reduced its Lloyds Banking Group (LYG) stake by 21% in Q2 2026, selling an estimated $16K and leaving 10,922 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #428.

Salomon & Ludwin first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $72.3K in Q1 2026. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Salomon & Ludwin held 10,922 shares of Lloyds Banking Group worth $64.4K as of Q2 2026.
  • Salomon & Ludwin sold 2,948 Lloyds Banking Group shares in Q2 2026, an estimated $16K.
  • Lloyds Banking Group made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #428 holding.
  • Salomon & Ludwin first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Lloyds Banking Group position peaked at $72.3K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.