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 		$194K Buy
38,500
+14,700
+62% +$80.6K ﹤0.01% 4339
2025
Q4 		$126K Buy
23,800
+12,900
+118% +$62.5K ﹤0.01% 4735
2025
Q3 		$49K Buy
10,900
+4,900
+82% +$21.4K ﹤0.01% 6481
2025
Q2 		$25K Sell
6,000
-46,100
-88% -$183K ﹤0.01% 6578
2025
Q1 		$199K Buy
52,100
+800
+2% +$2.65K ﹤0.01% 4336
2024
Q4 		$139K Buy
51,300
+8,600
+20% +$24.6K ﹤0.01% 4875
2024
Q3 		$133K Sell
42,700
-10,500
-20% -$31.5K ﹤0.01% 4938
2024
Q2 		$145K Buy
53,200
+6,900
+15% +$18.5K ﹤0.01% 4967
2024
Q1 		$119K Buy
46,300
+37,600
+432% +$86.3K ﹤0.01% 5414
2023
Q4 		$20K Sell
8,700
-800
-8% -$1.71K ﹤0.01% 6935
2023
Q3 		$20K Buy
9,500
+1,000
+12% +$2.17K ﹤0.01% 6622
2023
Q2 		$18K Sell
8,500
-45,100
-84% -$103K ﹤0.01% 6880
2023
Q1 		$124K Sell
53,600
-126,000
-70% -$305K ﹤0.01% 4918
2022
Q4 		$395K Sell
179,600
-26,100
-13% -$53.7K ﹤0.01% 3427
2022
Q3 		$368K Buy
205,700
+58,000
+39% +$120K ﹤0.01% 3833
2022
Q2 		$301K Sell
147,700
-8,500
-5% -$18.8K ﹤0.01% 4095
2022
Q1 		$376K Buy
156,200
+6,400
+4% +$17K ﹤0.01% 4237
2021
Q4 		$381K Buy
149,800
+51,500
+52% +$131K ﹤0.01% 4204
2021
Q3 		$254K Hold
98,300
– – ﹤0.01% 5202
2021
Q2 		$250K Buy
98,300
+96,759
+6,279% +$248K ﹤0.01% 5306
2021
Q1 		$357K Buy
1,541
+318
+26% +$660 ﹤0.01% 3896
2020
Q4 		$239K Buy
1,223
+1,122
+1,111% +$1.89K ﹤0.01% 4371
2020
Q3 		$13K Sell
101
-1,598
-94% -$2.24K ﹤0.01% 6650
2020
Q2 		$254K Sell
1,699
-3,013
-64% -$4.52K ﹤0.01% 3725
2020
Q1 		$711K Buy
4,712
+3,517
+294% +$9.06K ﹤0.01% 2226
2019
Q4 		$395K Buy
1,195
+640
+115% +$1.94K ﹤0.01% 2981
2019
Q3 		$146K Buy
555
+549
+9,150% +$1.42K ﹤0.01% 3907
2019
Q2 		$1K Buy
+6
New +$19 ﹤0.01% 6879
2019
Q1 		– Sell
-523
Closed -$133K – 7522
2018
Q4 		$133K Buy
+523
New +$1.49K ﹤0.01% 3565
2018
Q3 		– Sell
-5
Closed -$1K – 7769
2018
Q2 		$1K Buy
+5
New +$18 ﹤0.01% 7168
2017
Q4 		– Sell
-68
Closed -$1K – 6364
2017
Q3 		$1K Hold
68
– – ﹤0.01% 5481
2017
Q2 		$2K Buy
+68
New +$242 ﹤0.01% 5280
2016
Q4 		– Sell
-100
Closed -$8K – 6233
2016
Q3 		$8K Sell
100
-809
-89% -$2.4K ﹤0.01% 3828
2016
Q2 		$153K Buy
909
+305
+50% +$1.19K 0.01% 1178
2016
Q1 		$70K Sell
604
-10
-2% -$39 0.01% 1651
2015
Q4 		$46K Buy
614
+449
+272% +$2.04K ﹤0.01% 1978
2015
Q3 		$8K Buy
165
+155
+1,550% +$776 ﹤0.01% 3641
2015
Q2 		$1K Buy
+10
New +$52 ﹤0.01% 4703
2015
Q1 		– Sell
-63
Closed -$2K – 5300
2014
Q4 		$2K Buy
+63
New +$305 ﹤0.01% 3764

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.