Sowell Financial Services’s Lloyds Banking Group LYG Stock Holding History

Sowell Financial Services’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	$77.4K	Buy	13,278 +679	+5%	+$3.68K	﹤0.01%	1146
2026 Q1	$63.4K	Buy	12,599 +1,273	+11%	+$6.98K	﹤0.01%	1109
2025 Q4	$60K	Buy	11,326 +246	+2%	+$1.19K	﹤0.01%	1095
2025 Q3	$50.3K	Buy	11,080 +763	+7%	+$3.33K	﹤0.01%	1056
2025 Q2	$43.8K	Sell	10,317 -1,297	-11%	-$5.16K	﹤0.01%	1029
2025 Q1	$44.4K	Buy	+11,614	New	+$38.4K	﹤0.01%	994
2021 Q2	–	Sell	-805	Closed	-$2K	–	1799
2021 Q1	$2K	Hold	805	–	–	﹤0.01%	2831
2020 Q4	$2K	Hold	805	–	–	﹤0.01%	2480
2020 Q3	$1K	Sell	805 -345	-30%	-$484	﹤0.01%	2397
2020 Q2	$2K	Sell	1,150 -799	-41%	-$1.2K	﹤0.01%	2177
2020 Q1	$3K	Sell	1,949 -1,354	-41%	-$3.49K	﹤0.01%	1990
2019 Q4	$11K	Sell	3,303 -1,140	-26%	-$3.45K	﹤0.01%	1654
2019 Q3	$12K	Buy	+4,443	New	+$11.5K	﹤0.01%	1475

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

Sowell Financial Services's LYG Position: Q2 2026 in Review

Sowell Financial Services increased its Lloyds Banking Group (LYG) stake by 5.4% in Q2 2026, buying an estimated $3.68K and bringing the position to 13,278 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Sowell Financial Services first reported a position in LYG in Q3 2019 and has held it in 13 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Sowell Financial Services held 13,278 shares of Lloyds Banking Group worth $77.4K as of Q2 2026.
Sowell Financial Services bought 679 Lloyds Banking Group shares in Q2 2026, an estimated $3.68K.
Lloyds Banking Group made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1146 holding.
Sowell Financial Services first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 13 quarters since.
610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.