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Silvercrest Asset Management’s Lloyds Banking Group LYG Stock Holding History

Silvercrest Asset 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
Q2 		$386K Hold
66,229
– – ﹤0.01% 735
2026
Q1 		$333K Hold
66,229
– – ﹤0.01% 748
2025
Q4 		$351K Buy
66,229
+19,823
+43% +$96K ﹤0.01% 765
2025
Q3 		$211K Hold
46,406
– – ﹤0.01% 803
2025
Q2 		$197K Hold
46,406
– – ﹤0.01% 821
2025
Q1 		$177K Buy
+46,406
New +$153K ﹤0.01% 826
2023
Q1 		– Sell
-811,584
Closed -$1.79M – 811
2022
Q4 		$1.79M Buy
811,584
+120,575
+17% +$248K 0.01% 488
2022
Q3 		$1.24M Sell
691,009
-118,520
-15% -$246K 0.01% 525
2022
Q2 		$1.65M Buy
809,529
+1,801
+0.2% +$3.98K 0.01% 499
2022
Q1 		$1.95M Buy
807,728
+2,333
+0.3% +$6.21K 0.01% 503
2021
Q4 		$2.05M Buy
805,395
+12,385
+2% +$31.6K 0.01% 486
2021
Q3 		$1.94M Sell
793,010
-200
-0% -$490 0.01% 496
2021
Q2 		$2.02M Buy
793,210
+5,080
+0.6% +$13K 0.01% 500
2021
Q1 		$1.83M Buy
788,130
+183,832
+30% +$382K 0.01% 501
2020
Q4 		$1.18M Sell
604,298
-325,357
-35% -$548K 0.01% 522
2020
Q3 		$1.21M Buy
929,655
+54,245
+6% +$76.1K 0.01% 504
2020
Q2 		$1.31M Buy
875,410
+32,630
+4% +$48.9K 0.01% 505
2020
Q1 		$1.27M Buy
842,780
+58,363
+7% +$150K 0.01% 474
2019
Q4 		$2.6M Buy
784,417
+515
+0.1% +$1.56K 0.02% 455
2019
Q3 		$2.07M Buy
783,902
+86,435
+12% +$224K 0.02% 469
2019
Q2 		$1.98M Buy
697,467
+46,120
+7% +$143K 0.02% 328
2019
Q1 		$2.09M Buy
+651,347
New +$1.99M 0.02% 319

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

Silvercrest Asset Management's LYG Position: Q2 2026 in Review

Silvercrest Asset Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 66,229 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Silvercrest Asset Management first reported a position in LYG in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.6M in Q4 2019. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Silvercrest Asset Management held 66,229 shares of Lloyds Banking Group worth $386K as of Q2 2026.
  • Silvercrest Asset Management left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #735 holding.
  • Silvercrest Asset Management first reported a position in Lloyds Banking Group in Q1 2019 and has held it in 22 quarters since.
  • Silvercrest Asset Management's Lloyds Banking Group position peaked at $2.6M in Q4 2019.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.