Sanibel Captiva Trust Company’s Lloyds Banking Group LYG Stock Holding History

Sanibel Captiva Trust Company’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	$139K	Sell	23,797 -2,661	-10%	-$14.4K	﹤0.01%	460
2026 Q1	$133K	Sell	26,458 -2,200	-8%	-$12.1K	﹤0.01%	434
2025 Q4	$152K	Buy	28,658 +2,661	+10%	+$12.9K	﹤0.01%	414
2025 Q3	$118K	Hold	25,997	–	–	﹤0.01%	402
2025 Q2	$110K	Hold	25,997	–	–	﹤0.01%	389
2025 Q1	$99.3K	Sell	25,997 -113	-0.4%	-$374	﹤0.01%	385
2024 Q4	$71K	Sell	26,110 -7,822	-23%	-$22.3K	﹤0.01%	383
2024 Q3	$106K	Hold	33,932	–	–	﹤0.01%	372
2024 Q2	$92.6K	Hold	33,932	–	–	﹤0.01%	360
2024 Q1	$87.9K	Buy	33,932 +1,043	+3%	+$2.39K	﹤0.01%	356
2023 Q4	$78.6K	Buy	+32,889	New	+$70.4K	﹤0.01%	342

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

Sanibel Captiva Trust Company's LYG Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Lloyds Banking Group (LYG) stake by 10% in Q2 2026, selling an estimated $14.4K and leaving 23,797 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Sanibel Captiva Trust Company first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $152K in Q4 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Sanibel Captiva Trust Company held 23,797 shares of Lloyds Banking Group worth $139K as of Q2 2026.
Sanibel Captiva Trust Company sold 2,661 Lloyds Banking Group shares in Q2 2026, an estimated $14.4K.
Lloyds Banking Group made up ﹤0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #460 holding.
Sanibel Captiva Trust Company first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Lloyds Banking Group position peaked at $152K in Q4 2025.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.