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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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. 157 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.
  • 157 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.