Sanctuary Advisors’s Lloyds Banking Group LYG Stock Holding History

Sanctuary Advisors’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	$1.49M	Buy	254,940 +34,767	+16%	+$189K	0.01%	1207
2026 Q1	$1.11M	Buy	220,173 +25,118	+13%	+$138K	0.01%	1273
2025 Q4	$1.03M	Buy	195,055 +2,598	+1%	+$12.6K	0.01%	1305
2025 Q3	$874K	Buy	192,457 +90,939	+90%	+$398K	0.01%	1366
2025 Q2	$431K	Sell	101,518 -79,644	-44%	-$317K	﹤0.01%	1704
2025 Q1	$692K	Sell	181,162 -15,098	-8%	-$49.9K	﹤0.01%	1312
2024 Q4	$606K	Sell	196,260 -1,827	-0.9%	-$5.22K	﹤0.01%	1578
2024 Q3	$541K	Buy	198,087 +107,395	+118%	+$322K	﹤0.01%	1645
2024 Q2	$237K	Buy	+90,692	New	+$243K	﹤0.01%	2078

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

Sanctuary Advisors's LYG Position: Q2 2026 in Review

Sanctuary Advisors increased its Lloyds Banking Group (LYG) stake by 16% in Q2 2026, buying an estimated $189K and bringing the position to 254,940 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #1207.

Sanctuary Advisors first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Sanctuary Advisors held 254,940 shares of Lloyds Banking Group worth $1.49M as of Q2 2026.
Sanctuary Advisors bought 34,767 Lloyds Banking Group shares in Q2 2026, an estimated $189K.
Lloyds Banking Group made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1207 holding.
Sanctuary Advisors first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.