SWM
LYG icon

Spire Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Spire Wealth 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 		$4.66K Hold
800
– – ﹤0.01% 1842
2026
Q1 		$4.02K Sell
800
-129
-14% -$708 ﹤0.01% 1890
2025
Q4 		$4.92K Buy
929
+129
+16% +$625 ﹤0.01% 1917
2025
Q3 		$3.63K Hold
800
– – ﹤0.01% 2035
2025
Q2 		$3.4K Hold
800
– – ﹤0.01% 2049
2025
Q1 		$3.06K Sell
800
-60
-7% -$198 ﹤0.01% 2185
2024
Q4 		$2.34K Buy
860
+60
+8% +$171 ﹤0.01% 2224
2024
Q3 		$2.5K Sell
800
-1
-0.1% -$3 ﹤0.01% 1960
2024
Q2 		$2.19K Sell
801
-19,470
-96% -$52.2K ﹤0.01% 1998
2024
Q1 		$52.5K Buy
20,271
+788
+4% +$1.81K ﹤0.01% 1196
2023
Q4 		$42.7K Sell
19,483
-477
-2% -$1.02K ﹤0.01% 1258
2023
Q3 		$42.5K Buy
19,960
+445
+2% +$965 ﹤0.01% 1221
2023
Q2 		$42.9K Buy
19,515
+4,670
+31% +$10.7K ﹤0.01% 1257
2023
Q1 		$34.4K Buy
14,845
+13,123
+762% +$31.8K ﹤0.01% 1375
2022
Q4 		$4K Buy
1,722
+143
+9% +$294 ﹤0.01% 1902
2022
Q3 		$3K Sell
1,579
-12,142
-88% -$25.2K ﹤0.01% 1871
2022
Q2 		$28K Sell
13,721
-8,169
-37% -$18K ﹤0.01% 1530
2022
Q1 		$53K Sell
21,890
-20,388
-48% -$54.2K ﹤0.01% 1430
2021
Q4 		$108K Buy
42,278
+21,630
+105% +$55.2K ﹤0.01% 1372
2021
Q3 		$51K Sell
20,648
-730
-3% -$1.79K ﹤0.01% 1469
2021
Q2 		$55K Sell
21,378
-21,575
-50% -$55.4K ﹤0.01% 1444
2021
Q1 		$99K Buy
+42,953
New +$89.2K ﹤0.01% 1406

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

Spire Wealth Management's LYG Position: Q2 2026 in Review

Spire Wealth Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 800 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Spire Wealth Management first reported a position in LYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $108K in Q4 2021. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Spire Wealth Management held 800 shares of Lloyds Banking Group worth $4.66K as of Q2 2026.
  • Spire Wealth Management left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1842 holding.
  • Spire Wealth Management first reported a position in Lloyds Banking Group in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Lloyds Banking Group position peaked at $108K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.