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Soltis Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Soltis Investment Advisors’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 		$59.4K Buy
10,189
+113
+1% +$613 ﹤0.01% 642
2026
Q1 		$50.7K Buy
+10,076
New +$55.3K ﹤0.01% 571

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

Soltis Investment Advisors's LYG Position: Q2 2026 in Review

Soltis Investment Advisors increased its Lloyds Banking Group (LYG) stake by 1.1% in Q2 2026, buying an estimated $613 and bringing the position to 10,189 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Soltis Investment Advisors first reported a position in LYG in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Soltis Investment Advisors held 10,189 shares of Lloyds Banking Group worth $59.4K as of Q2 2026.
  • Soltis Investment Advisors bought 113 Lloyds Banking Group shares in Q2 2026, an estimated $613.
  • Lloyds Banking Group made up ﹤0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #642 holding.
  • Soltis Investment Advisors first reported a position in Lloyds Banking Group in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.