Shepherd Financial Partners’s Lloyds Banking Group LYG Stock Holding History

Shepherd Financial Partners’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	$58.3K	Hold	10,000	–	–	﹤0.01%	255
2026 Q1	$50.3K	Hold	10,000	–	–	﹤0.01%	239
2025 Q4	$53K	Hold	10,000	–	–	﹤0.01%	246
2025 Q3	$45.4K	Hold	10,000	–	–	﹤0.01%	243
2025 Q2	$42.5K	Hold	10,000	–	–	﹤0.01%	239
2025 Q1	$38.2K	Hold	10,000	–	–	﹤0.01%	230
2024 Q4	$27.2K	Hold	10,000	–	–	﹤0.01%	220
2024 Q3	$31.2K	Hold	10,000	–	–	﹤0.01%	216
2024 Q2	$27.3K	Hold	10,000	–	–	﹤0.01%	214
2024 Q1	$25.9K	Hold	10,000	–	–	﹤0.01%	214
2023 Q4	$23.9K	Hold	10,000	–	–	﹤0.01%	209
2023 Q3	$21.3K	Hold	10,000	–	–	﹤0.01%	188
2023 Q2	$22K	Hold	10,000	–	–	﹤0.01%	186
2023 Q1	$23.2K	Buy	+10,000	New	+$24.2K	﹤0.01%	179

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

Shepherd Financial Partners's LYG Position: Q2 2026 in Review

Shepherd Financial Partners held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 10,000 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Shepherd Financial Partners first reported a position in LYG in Q1 2023 and has held it in 14 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Shepherd Financial Partners held 10,000 shares of Lloyds Banking Group worth $58.3K as of Q2 2026.
Shepherd Financial Partners left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Shepherd Financial Partners's portfolio in Q2 2026, its #255 holding.
Shepherd Financial Partners first reported a position in Lloyds Banking Group in Q1 2023 and has held it in 14 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.