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SHP Wealth Management’s Lloyds Banking Group LYG Stock Holding History

SHP Wealth Management’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 		$17K Sell
3,379
-1,039
-24% -$5.7K ﹤0.01% 769
2025
Q4 		$23.4K Buy
+4,418
New +$21.4K ﹤0.01% 651

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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

SHP Wealth Management's LYG Position: Q1 2026 in Review

SHP Wealth Management reduced its Lloyds Banking Group (LYG) stake by 24% in Q1 2026, selling an estimated $5.7K and leaving 3,379 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

SHP Wealth Management first reported a position in LYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.4K in Q4 2025. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • SHP Wealth Management held 3,379 shares of Lloyds Banking Group worth $17K as of Q1 2026.
  • SHP Wealth Management sold 1,039 Lloyds Banking Group shares in Q1 2026, an estimated $5.7K.
  • Lloyds Banking Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #769 holding.
  • SHP Wealth Management first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Lloyds Banking Group position peaked at $23.4K in Q4 2025.
  • 569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.