Savvy Advisors Inc’s Lloyds Banking Group LYG Stock Holding History

Savvy Advisors Inc’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 Q1	$158K	Buy	31,319 +4,515	+17%	+$24.8K	﹤0.01%	1082
2025 Q4	$142K	Buy	26,804 +3,660	+16%	+$17.7K	﹤0.01%	979
2025 Q3	$105K	Buy	23,144 +335	+1%	+$1.46K	﹤0.01%	805
2025 Q2	$96.9K	Buy	22,809 +1,464	+7%	+$5.82K	0.01%	635
2025 Q1	$81.5K	Buy	21,345 +3,080	+17%	+$10.2K	0.01%	509
2024 Q4	$49.7K	Buy	18,265 +64	+0.4%	+$183	0.01%	446
2024 Q3	$56.8K	Sell	18,201 -155	-0.8%	-$465	0.01%	342
2024 Q2	$50.1K	Buy	18,356 +3,870	+27%	+$10.4K	0.02%	294
2024 Q1	$37.5K	Buy	14,486 +1,906	+15%	+$4.37K	0.02%	216
2023 Q4	$30.1K	Buy	+12,580	New	+$26.9K	0.03%	154

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Savvy Advisors Inc's LYG Position: Q1 2026 in Review

Savvy Advisors Inc increased its Lloyds Banking Group (LYG) stake by 17% in Q1 2026, buying an estimated $24.8K and bringing the position to 31,319 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Savvy Advisors Inc first reported a position in LYG in Q4 2023 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Savvy Advisors Inc held 31,319 shares of Lloyds Banking Group worth $158K as of Q1 2026.
Savvy Advisors Inc bought 4,515 Lloyds Banking Group shares in Q1 2026, an estimated $24.8K.
Lloyds Banking Group made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1082 holding.
Savvy Advisors Inc first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 10 quarters since.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.