Simplicity Wealth’s Lloyds Banking Group LYG Stock Holding History

Simplicity Wealth’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	–	Sell	-14,289	Closed	-$71.9K	–	1038
2026 Q1	$71.9K	Sell	14,289 -2,242	-14%	-$12.3K	﹤0.01%	734
2025 Q4	$87.6K	Buy	16,531 +949	+6%	+$4.59K	0.01%	685
2025 Q3	$70.7K	Buy	+15,582	New	+$68.1K	﹤0.01%	692
2024 Q3	–	Sell	-19,854	Closed	-$54.2K	–	907
2024 Q2	$54.2K	Buy	19,854 +288	+1%	+$772	﹤0.01%	1198
2024 Q1	$50.7K	Buy	+19,566	New	+$44.9K	﹤0.01%	1145

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Simplicity Wealth's LYG Position: Q2 2026 in Review

Simplicity Wealth sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 14,289 shares — an estimated $71.9K sold.

Simplicity Wealth first reported a position in LYG in Q1 2024 and held it in 5 quarters. The position peaked at $87.6K in Q4 2025. 611 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Simplicity Wealth reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
Simplicity Wealth sold 14,289 Lloyds Banking Group shares in Q2 2026, an estimated $71.9K.
Simplicity Wealth first reported a position in Lloyds Banking Group in Q1 2024 and held it in 5 quarters.
Simplicity Wealth's Lloyds Banking Group position peaked at $87.6K in Q4 2025.
611 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.