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Silver Oak Securities’s Lloyds Banking Group LYG Stock Holding History

Silver Oak Securities’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 		$118K Buy
20,276
+1,785
+10% +$9.68K 0.01% 794
2026
Q1 		$93K Buy
18,491
+1,046
+6% +$5.74K 0.01% 766
2025
Q4 		$93K Sell
17,445
-103
-0.6% -$499 0.01% 786
2025
Q3 		$79.7K Buy
17,548
+2,888
+20% +$12.6K 0.01% 730
2025
Q2 		$62.3K Sell
14,660
-105
-0.7% -$417 0.01% 676
2025
Q1 		$56.7K Buy
+14,765
New +$48.8K 0.01% 630

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

Silver Oak Securities's LYG Position: Q2 2026 in Review

Silver Oak Securities increased its Lloyds Banking Group (LYG) stake by 9.7% in Q2 2026, buying an estimated $9.68K and bringing the position to 20,276 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #794.

Silver Oak Securities first reported a position in LYG in Q1 2025 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Silver Oak Securities held 20,276 shares of Lloyds Banking Group worth $118K as of Q2 2026.
  • Silver Oak Securities bought 1,785 Lloyds Banking Group shares in Q2 2026, an estimated $9.68K.
  • Lloyds Banking Group made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #794 holding.
  • Silver Oak Securities first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 6 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.