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Sound Income Strategies’s Lloyds Banking Group LYG Stock Holding History

Sound Income Strategies’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 		– Sell
-2,006
Closed -$10.5K – 1587
2026
Q1 		$10.5K Sell
2,006
-566
-22% -$3.1K ﹤0.01% 1484
2025
Q4 		$14.1K Buy
2,572
+2,411
+1,498% +$11.7K ﹤0.01% 1298
2025
Q3 		$718 Hold
161
– – ﹤0.01% 1489
2025
Q2 		$684 Hold
161
– – ﹤0.01% 1419
2025
Q1 		$615 Hold
161
– – ﹤0.01% 1401
2024
Q4 		$438 Hold
161
– – ﹤0.01% 1361
2024
Q3 		$502 Hold
161
– – ﹤0.01% 1312
2024
Q2 		$440 Buy
+161
New +$432 ﹤0.01% 1287

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Sound Income Strategies's LYG Position: Q2 2026 in Review

Sound Income Strategies sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 2,006 shares — an estimated $10.5K sold.

Sound Income Strategies first reported a position in LYG in Q2 2024 and held it in 8 quarters. The position peaked at $14.1K in Q4 2025. 249 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Sound Income Strategies reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,006 Lloyds Banking Group shares in Q2 2026, an estimated $10.5K.
  • Sound Income Strategies first reported a position in Lloyds Banking Group in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's Lloyds Banking Group position peaked at $14.1K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.