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Savant Capital’s Lloyds Banking Group LYG Stock Holding History

Savant Capital’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 		$704K Buy
129,224
+66,762
+107% +$362K ﹤0.01% 1043
2026
Q1 		$314K Buy
62,462
+7,550
+14% +$41.4K ﹤0.01% 1154
2025
Q4 		$291K Buy
54,912
+11,789
+27% +$57.1K ﹤0.01% 1068
2025
Q3 		$196K Sell
43,123
-409
-0.9% -$1.79K ﹤0.01% 1247
2025
Q2 		$185K Buy
43,532
+20,483
+89% +$81.4K ﹤0.01% 1158
2025
Q1 		$88K Sell
23,049
-9,938
-30% -$32.9K ﹤0.01% 1045
2024
Q4 		$89.7K Sell
32,987
-8,532
-21% -$24.4K ﹤0.01% 1384
2024
Q3 		$130K Buy
41,519
+1,045
+3% +$3.14K ﹤0.01% 1324
2024
Q2 		$110K Buy
40,474
+6,169
+18% +$16.5K ﹤0.01% 1197
2024
Q1 		$88.9K Buy
34,305
+5,032
+17% +$11.5K ﹤0.01% 1076
2023
Q4 		$70K Buy
29,273
+8,790
+43% +$18.8K ﹤0.01% 833
2023
Q3 		$43.6K Buy
20,483
+523
+3% +$1.13K ﹤0.01% 791
2023
Q2 		$43.9K Sell
19,960
-1,599
-7% -$3.67K ﹤0.01% 779
2023
Q1 		$50K Sell
21,559
-188
-0.9% -$455 ﹤0.01% 716
2022
Q4 		$35K Buy
+21,747
New +$44.7K ﹤0.01% 585

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

Savant Capital's LYG Position: Q2 2026 in Review

Savant Capital increased its Lloyds Banking Group (LYG) stake by 107% in Q2 2026, buying an estimated $362K and bringing the position to 129,224 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Savant Capital first reported a position in LYG in Q4 2022 and has held it in 15 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Savant Capital held 129,224 shares of Lloyds Banking Group worth $704K as of Q2 2026.
  • Savant Capital bought 66,762 Lloyds Banking Group shares in Q2 2026, an estimated $362K.
  • Lloyds Banking Group made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1043 holding.
  • Savant Capital first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 15 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.