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 Q2	$193K	Buy	33,024 +1,705	+5%	+$9.25K	﹤0.01%	1193
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

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

Savvy Advisors Inc's LYG Position: Q2 2026 in Review

Savvy Advisors Inc increased its Lloyds Banking Group (LYG) stake by 5.4% in Q2 2026, buying an estimated $9.25K and bringing the position to 33,024 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Savvy Advisors Inc first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Savvy Advisors Inc held 33,024 shares of Lloyds Banking Group worth $193K as of Q2 2026.
Savvy Advisors Inc bought 1,705 Lloyds Banking Group shares in Q2 2026, an estimated $9.25K.
Lloyds Banking Group made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1193 holding.
Savvy Advisors Inc first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.