Simplex Trading
LYG icon

Simplex Trading’s Lloyds Banking Group LYG Stock Holding History

Simplex Trading’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 		$414K Sell
82,400
-30,600
-27% -$168K ﹤0.01% 3495
2025
Q4 		$599K Buy
113,000
+15,200
+16% +$73.6K ﹤0.01% 3124
2025
Q3 		$444K Buy
97,800
+84,700
+647% +$370K ﹤0.01% 3969
2025
Q2 		$55K Buy
+13,100
New +$52.1K ﹤0.01% 5830
2025
Q1 		– Sell
-67,100
Closed -$182K – 9170
2024
Q4 		$182K Buy
67,100
+61,300
+1,057% +$175K ﹤0.01% 4608
2024
Q3 		$18K Sell
5,800
-1,400
-19% -$4.2K ﹤0.01% 6748
2024
Q2 		$19K Sell
7,200
-35,700
-83% -$95.8K ﹤0.01% 6937
2024
Q1 		$111K Buy
42,900
+2,000
+5% +$4.59K ﹤0.01% 5476
2023
Q4 		$97K Sell
40,900
-1,600
-4% -$3.43K ﹤0.01% 5424
2023
Q3 		$90K Buy
+42,500
New +$92.2K ﹤0.01% 5197
2023
Q2 		– Sell
-74,800
Closed -$173K – 9529
2023
Q1 		$173K Sell
74,800
-8,700
-10% -$21.1K ﹤0.01% 4492
2022
Q4 		$183K Sell
83,500
-39,000
-32% -$80.2K ﹤0.01% 4327
2022
Q3 		$219K Buy
122,500
+59,600
+95% +$124K ﹤0.01% 4495
2022
Q2 		$128K Buy
62,900
+400
+0.6% +$883 ﹤0.01% 5225
2022
Q1 		$150K Buy
62,500
+46,700
+296% +$124K ﹤0.01% 5584
2021
Q4 		$40K Sell
15,800
-63,200
-80% -$161K ﹤0.01% 7538
2021
Q3 		$204K Hold
79,000
– – ﹤0.01% 5558
2021
Q2 		$201K Buy
79,000
+78,413
+13,358% +$201K ﹤0.01% 5675
2021
Q1 		$136K Sell
587
-997
-63% -$2.07K ﹤0.01% 5315
2020
Q4 		$310K Buy
1,584
+120
+8% +$202 ﹤0.01% 4027
2020
Q3 		$190K Sell
1,464
-1,840
-56% -$2.58K ﹤0.01% 4185
2020
Q2 		$495K Buy
3,304
+1,913
+138% +$2.87K ﹤0.01% 2925
2020
Q1 		$210K Buy
1,391
+1,006
+261% +$2.59K ﹤0.01% 3531
2019
Q4 		$127K Sell
385
-1,569
-80% -$4.75K ﹤0.01% 4257
2019
Q3 		$515K Buy
1,954
+1,686
+629% +$4.37K ﹤0.01% 2589
2019
Q2 		$76K Buy
268
+213
+387% +$659 ﹤0.01% 4461
2019
Q1 		$17K Buy
55
+43
+358% +$132 ﹤0.01% 5816
2018
Q4 		$3K Sell
12
-2
-14% -$6 ﹤0.01% 6430
2018
Q3 		$4K Sell
14
-150
-91% -$481 ﹤0.01% 6849
2018
Q2 		$54K Sell
164
-48
-23% -$171 ﹤0.01% 4969
2018
Q1 		$3K Buy
212
+139
+190% +$538 ﹤0.01% 5005
2017
Q4 		$3K Buy
73
+12
+20% +$43 ﹤0.01% 4921
2017
Q3 		$1K Buy
61
+8
+15% +$28 ﹤0.01% 5480
2017
Q2 		$1K Buy
+53
New +$188 ﹤0.01% 5647
2016
Q4 		– Sell
-365
Closed -$3K – 6232
2016
Q3 		$3K Buy
+365
New +$1.08K ﹤0.01% 4701
2015
Q3 		– Sell
-124
Closed -$7K – 5880
2015
Q2 		$7K Buy
124
+36
+41% +$187 ﹤0.01% 3383
2015
Q1 		$5K Buy
88
+52
+144% +$242 ﹤0.01% 3514
2014
Q4 		$2K Buy
+36
New +$174 ﹤0.01% 3763

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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

Simplex Trading's LYG Position: Q1 2026 in Review

Simplex Trading opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 97,719 shares worth $492K. The stake represents ﹤0.01% of the portfolio and ranks #3286 among its holdings. This is a return to the name: Simplex Trading previously reported a position in LYG as recently as Q2 2025.

Simplex Trading first reported a position in LYG in Q1 2015 and has held it in 31 quarters since. The position peaked at $521K in Q1 2020. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Simplex Trading held 97,719 shares of Lloyds Banking Group worth $492K as of Q1 2026.
  • Lloyds Banking Group was a new Simplex Trading position in Q1 2026.
  • Lloyds Banking Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3286 holding.
  • Simplex Trading first reported a position in Lloyds Banking Group in Q1 2015 and has held it in 31 quarters since.
  • Simplex Trading's Lloyds Banking Group position peaked at $521K in Q1 2020.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.