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Smartleaf Asset Management’s Lloyds Banking Group LYG Stock Holding History

Smartleaf Asset Management’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 		$943K Hold
164,084
– – 0.03% 428
2026
Q1 		$793K Buy
164,084
+73,465
+81% +$403K 0.03% 448
2025
Q4 		$483K Buy
90,619
+10,751
+13% +$52.1K 0.02% 540
2025
Q3 		$358K Buy
79,868
+17,849
+29% +$78K 0.02% 561
2025
Q2 		$262K Sell
62,019
-6,979
-10% -$27.7K 0.02% 512
2025
Q1 		$265K Sell
68,998
-11,763
-15% -$38.9K 0.03% 493
2024
Q4 		$220K Buy
80,761
+20,790
+35% +$59.4K 0.02% 507
2024
Q3 		$188K Buy
59,971
+20,120
+50% +$60.4K 0.02% 508
2024
Q2 		$112K Buy
39,851
+6,251
+19% +$16.8K 0.02% 546
2024
Q1 		$88.4K Buy
33,600
+1,961
+6% +$4.5K 0.02% 549
2023
Q4 		$76.2K Buy
+31,639
New +$67.8K 0.02% 468

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Smartleaf Asset Management's LYG Position: Q2 2026 in Review

Smartleaf Asset Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 164,084 shares worth $943K. The position accounts for 0.03% of the portfolio, ranked #428.

Smartleaf Asset Management first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Smartleaf Asset Management held 164,084 shares of Lloyds Banking Group worth $943K as of Q2 2026.
  • Smartleaf Asset Management left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #428 holding.
  • Smartleaf Asset Management first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.