Smithfield Trust’s Lloyds Banking Group LYG Stock Holding History

Smithfield Trust’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	$3K	Hold	497	–	–	﹤0.01%	1014
2026 Q1	$2K	Hold	497	–	–	﹤0.01%	1044
2025 Q4	$3K	Buy	+497	New	+$2.41K	﹤0.01%	1026
2019 Q4	–	Sell	-4,131	Closed	-$11K	–	976
2019 Q3	$11K	Hold	4,131	–	–	﹤0.01%	725
2019 Q2	$12K	Hold	4,131	–	–	﹤0.01%	703
2019 Q1	$13K	Sell	4,131 -179	-4%	-$547	﹤0.01%	643
2018 Q4	$11K	Sell	4,310 -145	-3%	-$412	﹤0.01%	649
2018 Q3	$13K	Hold	4,455	–	–	﹤0.01%	698
2018 Q2	$15K	Sell	4,455 -12,247	-73%	-$43.5K	﹤0.01%	690
2018 Q1	$62K	Hold	16,702	–	–	0.01%	478
2017 Q4	$63K	Sell	16,702 -2,678	-14%	-$9.66K	0.01%	493
2017 Q3	$71K	Buy	+19,380	New	+$67.5K	0.01%	460

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

Smithfield Trust's LYG Position: Q2 2026 in Review

Smithfield Trust held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 497 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Smithfield Trust first reported a position in LYG in Q3 2017 and has held it in 12 quarters since. The position peaked at $71K in Q3 2017. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Smithfield Trust held 497 shares of Lloyds Banking Group worth $3K as of Q2 2026.
Smithfield Trust left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #1014 holding.
Smithfield Trust first reported a position in Lloyds Banking Group in Q3 2017 and has held it in 12 quarters since.
Smithfield Trust's Lloyds Banking Group position peaked at $71K in Q3 2017.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.