Sivia Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Sivia Capital Partners’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	$790K	Sell	135,445 -72,455	-35%	-$393K	0.1%	248
2026 Q1	$1.05M	Buy	207,900 +35,993	+21%	+$197K	0.2%	127
2025 Q4	$911K	Buy	171,907 +31,863	+23%	+$154K	0.18%	128
2025 Q3	$636K	Buy	140,044 +148	+0.1%	+$647	0.18%	109
2025 Q2	$595K	Buy	139,896 +62,742	+81%	+$249K	0.2%	92
2025 Q1	$295K	Buy	77,154 +10,318	+15%	+$34.1K	0.14%	165
2024 Q4	$182K	Sell	66,836 -1,571	-2%	-$4.49K	0.09%	184
2024 Q3	$213K	Sell	68,407 -625	-0.9%	-$1.88K	0.13%	180
2024 Q2	$188K	Buy	69,032 +86	+0.1%	+$231	0.13%	177
2024 Q1	$179K	Buy	68,946 +374	+0.5%	+$858	0.12%	174
2023 Q4	$164K	Buy	+68,572	New	+$147K	0.12%	170

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

Sivia Capital Partners's LYG Position: Q2 2026 in Review

Sivia Capital Partners reduced its Lloyds Banking Group (LYG) stake by 35% in Q2 2026, selling an estimated $393K and leaving 135,445 shares worth $790K. The position accounts for 0.1% of the portfolio, ranked #248.

Sivia Capital Partners first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q1 2026. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Sivia Capital Partners held 135,445 shares of Lloyds Banking Group worth $790K as of Q2 2026.
Sivia Capital Partners sold 72,455 Lloyds Banking Group shares in Q2 2026, an estimated $393K.
Lloyds Banking Group made up 0.1% of Sivia Capital Partners's portfolio in Q2 2026, its #248 holding.
Sivia Capital Partners first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
Sivia Capital Partners's Lloyds Banking Group position peaked at $1.05M in Q1 2026.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.