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 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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Wealth's LYG Position: Q1 2026 in Review

Simplicity Wealth reduced its Lloyds Banking Group (LYG) stake by 14% in Q1 2026, selling an estimated $12.3K and leaving 14,289 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Simplicity Wealth first reported a position in LYG in Q1 2024 and has held it in 5 quarters since. The position peaked at $87.6K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Simplicity Wealth held 14,289 shares of Lloyds Banking Group worth $71.9K as of Q1 2026.
Simplicity Wealth sold 2,242 Lloyds Banking Group shares in Q1 2026, an estimated $12.3K.
Lloyds Banking Group made up ﹤0.01% of Simplicity Wealth's portfolio in Q1 2026, its #734 holding.
Simplicity Wealth first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 5 quarters since.
Simplicity Wealth's Lloyds Banking Group position peaked at $87.6K in Q4 2025.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.