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Seven Mile Advisory’s Lloyds Banking Group LYG Stock Holding History

Seven Mile Advisory’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 		$100K Buy
17,218
+241
+1% +$1.31K 0.07% 155
2026
Q1 		$85.4K Buy
16,977
+7
+0% +$38 0.06% 177
2025
Q4 		$89.9K Sell
16,970
-1,777
-9% -$8.6K 0.02% 258
2025
Q3 		$85.1K Buy
18,747
+841
+5% +$3.68K 0.01% 302
2025
Q2 		$76.1K Sell
17,906
-715
-4% -$2.84K 0.05% 179
2025
Q1 		$71.1K Buy
18,621
+368
+2% +$1.22K 0.05% 173
2024
Q4 		$49.6K Sell
18,253
-85
-0.5% -$243 0.03% 166
2024
Q3 		$57.2K Sell
18,338
-761
-4% -$2.28K 0.04% 170
2024
Q2 		$52.1K Buy
19,099
+334
+2% +$896 0.04% 154
2024
Q1 		$48.6K Sell
18,765
-658
-3% -$1.51K 0.04% 157
2023
Q4 		$46.4K Buy
19,423
+4,617
+31% +$9.89K 0.04% 150
2023
Q3 		$31.5K Sell
14,806
-4,781
-24% -$10.4K 0.03% 127
2023
Q2 		$43.1K Buy
+19,587
New +$44.9K 0.05% 111

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

Seven Mile Advisory's LYG Position: Q2 2026 in Review

Seven Mile Advisory increased its Lloyds Banking Group (LYG) stake by 1.4% in Q2 2026, buying an estimated $1.31K and bringing the position to 17,218 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #155.

Seven Mile Advisory first reported a position in LYG in Q2 2023 and has held it in 13 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Seven Mile Advisory held 17,218 shares of Lloyds Banking Group worth $100K as of Q2 2026.
  • Seven Mile Advisory bought 241 Lloyds Banking Group shares in Q2 2026, an estimated $1.31K.
  • Lloyds Banking Group made up 0.07% of Seven Mile Advisory's portfolio in Q2 2026, its #155 holding.
  • Seven Mile Advisory first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 13 quarters since.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.