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Sequoia Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Sequoia Financial Advisors’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 		$683K Sell
117,216
-4,254
-4% -$23.1K ﹤0.01% 1132
2026
Q1 		$611K Buy
121,470
+7,140
+6% +$39.2K ﹤0.01% 1155
2025
Q4 		$606K Buy
114,330
+1,448
+1% +$7.01K ﹤0.01% 1170
2025
Q3 		$512K Buy
112,882
+31,199
+38% +$136K ﹤0.01% 1123
2025
Q2 		$347K Buy
81,683
+6,312
+8% +$25.1K ﹤0.01% 1185
2025
Q1 		$288K Buy
75,371
+7,203
+11% +$23.8K ﹤0.01% 1082
2024
Q4 		$185K Buy
68,168
+2,848
+4% +$8.13K ﹤0.01% 1238
2024
Q3 		$204K Buy
65,320
+3,734
+6% +$11.2K ﹤0.01% 1160
2024
Q2 		$168K Buy
61,586
+4,194
+7% +$11.2K ﹤0.01% 1124
2024
Q1 		$149K Sell
57,392
-273,239
-83% -$627K ﹤0.01% 1088
2023
Q4 		$790K Buy
330,631
+271,372
+458% +$581K 0.01% 596
2023
Q3 		$126K Sell
59,259
-13,556
-19% -$29.4K ﹤0.01% 900
2023
Q2 		$160K Sell
72,815
-3,989
-5% -$9.15K ﹤0.01% 885
2023
Q1 		$178K Buy
76,804
+16,045
+26% +$38.8K ﹤0.01% 775
2022
Q4 		$134K Buy
60,759
+15,105
+33% +$31.1K ﹤0.01% 754
2022
Q3 		$82K Buy
45,654
+1,524
+3% +$3.16K ﹤0.01% 515
2022
Q2 		$90K Buy
44,130
+9,839
+29% +$21.7K ﹤0.01% 570
2022
Q1 		$83K Buy
34,291
+4,326
+14% +$11.5K ﹤0.01% 649
2021
Q4 		$76K Buy
+29,965
New +$76.4K ﹤0.01% 578
2020
Q1 		– Sell
-18,156
Closed -$60K – 389
2019
Q4 		$60K Buy
18,156
+1,928
+12% +$5.83K ﹤0.01% 376
2019
Q3 		$43K Buy
+16,228
New +$42.1K ﹤0.01% 353

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

Sequoia Financial Advisors's LYG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Lloyds Banking Group (LYG) stake by 3.5% in Q2 2026, selling an estimated $23.1K and leaving 117,216 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Sequoia Financial Advisors first reported a position in LYG in Q3 2019 and has held it in 21 quarters since. The position peaked at $790K in Q4 2023. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Sequoia Financial Advisors held 117,216 shares of Lloyds Banking Group worth $683K as of Q2 2026.
  • Sequoia Financial Advisors sold 4,254 Lloyds Banking Group shares in Q2 2026, an estimated $23.1K.
  • Lloyds Banking Group made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1132 holding.
  • Sequoia Financial Advisors first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 21 quarters since.
  • Sequoia Financial Advisors's Lloyds Banking Group position peaked at $790K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.