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Scotia Capital’s Lloyds Banking Group LYG Stock Holding History

Scotia 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
Q1 		$105K Sell
20,837
-292
-1% -$1.6K ﹤0.01% 884
2025
Q4 		$112K Sell
21,129
-2,881
-12% -$13.9K ﹤0.01% 867
2025
Q3 		$109K Hold
24,010
– – ﹤0.01% 875
2025
Q2 		$102K Sell
24,010
-205
-0.8% -$815 ﹤0.01% 830
2025
Q1 		$92.5K Buy
24,215
+205
+0.9% +$678 ﹤0.01% 813
2024
Q4 		$65.3K Sell
24,010
-26,874
-53% -$76.7K ﹤0.01% 828
2024
Q3 		$159K Buy
50,884
+1,757
+4% +$5.27K ﹤0.01% 788
2024
Q2 		$134K Buy
49,127
+14,677
+43% +$39.4K ﹤0.01% 784
2024
Q1 		$89.2K Hold
34,450
– – ﹤0.01% 796
2023
Q4 		$82.3K Hold
34,450
– – ﹤0.01% 767
2023
Q3 		$73.4K Sell
34,450
-11,195
-25% -$24.3K ﹤0.01% 744
2023
Q2 		$100K Sell
45,645
-32,624
-42% -$74.8K ﹤0.01% 751
2023
Q1 		$182K Hold
78,269
– – ﹤0.01% 723
2022
Q4 		$172K Hold
78,269
– – ﹤0.01% 724
2022
Q3 		$140K Hold
78,269
– – ﹤0.01% 721
2022
Q2 		$160K Sell
78,269
-154
-0.2% -$340 ﹤0.01% 744
2022
Q1 		$189K Buy
78,423
+30,704
+64% +$81.7K ﹤0.01% 813
2021
Q4 		$122K Sell
47,719
-1,533
-3% -$3.91K ﹤0.01% 829
2021
Q3 		$121K Sell
49,252
-3,400
-6% -$8.33K ﹤0.01% 823
2021
Q2 		$134K Buy
52,652
+33,159
+170% +$85.1K ﹤0.01% 793
2021
Q1 		$45K Buy
+19,493
New +$40.5K ﹤0.01% 785
2018
Q4 		– Sell
-18,373
Closed -$56K – 706
2018
Q3 		$56K Sell
18,373
-161,321
-90% -$517K ﹤0.01% 700
2018
Q2 		$663K Buy
179,694
+2,551
+1% +$9.07K 0.01% 459
2018
Q1 		$659K Buy
177,143
+14,913
+9% +$57.8K 0.01% 476
2017
Q4 		$608K Sell
162,230
-3,542
-2% -$12.8K 0.01% 489
2017
Q3 		$607K Buy
165,772
+38,315
+30% +$134K 0.01% 490
2017
Q2 		$450K Buy
127,457
+117,457
+1,175% +$417K 0.01% 492
2017
Q1 		$34K Sell
10,000
-2,000
-17% -$6.74K ﹤0.01% 717
2016
Q4 		$37K Buy
+12,000
New +$35.1K ﹤0.01% 788

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Scotia Capital's LYG Position: Q1 2026 in Review

Scotia Capital reduced its Lloyds Banking Group (LYG) stake by 1.4% in Q1 2026, selling an estimated $1.6K and leaving 20,837 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Scotia Capital first reported a position in LYG in Q4 2016 and has held it in 29 quarters since. The position peaked at $663K in Q2 2018. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Scotia Capital held 20,837 shares of Lloyds Banking Group worth $105K as of Q1 2026.
  • Scotia Capital sold 292 Lloyds Banking Group shares in Q1 2026, an estimated $1.6K.
  • Lloyds Banking Group made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #884 holding.
  • Scotia Capital first reported a position in Lloyds Banking Group in Q4 2016 and has held it in 29 quarters since.
  • Scotia Capital's Lloyds Banking Group position peaked at $663K in Q2 2018.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.