Stephens Inc’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $589K | Sell |
101,097
-21,247
| -17% | -$115K | 0.01% | 825 |
|
|
2026
Q1 | $615K | Buy |
122,344
+1,393
| +1% | +$7.64K | 0.01% | 792 |
|
|
2025
Q4 | $641K | Buy |
120,951
+3,502
| +3% | +$17K | 0.01% | 763 |
|
|
2025
Q3 | $533K | Sell |
117,449
-8,106
| -6% | -$35.4K | 0.01% | 828 |
|
|
2025
Q2 | $534K | Sell |
125,555
-36,085
| -22% | -$143K | 0.01% | 811 |
|
|
2025
Q1 | $617K | Buy |
161,640
+4,013
| +3% | +$13.3K | 0.01% | 743 |
|
|
2024
Q4 | $429K | Buy |
157,627
+4,553
| +3% | +$13K | 0.01% | 897 |
|
|
2024
Q3 | $478K | Buy |
153,074
+17,438
| +13% | +$52.3K | 0.01% | 859 |
|
|
2024
Q2 | $370K | Buy |
135,636
+38,804
| +40% | +$104K | 0.01% | 917 |
|
|
2024
Q1 | $251K | Buy |
96,832
+11,993
| +14% | +$27.5K | ﹤0.01% | 1071 |
|
|
2023
Q4 | $203K | Buy |
84,839
+3,840
| +5% | +$8.22K | ﹤0.01% | 1081 |
|
|
2023
Q3 | $173K | Buy |
80,999
+4,925
| +6% | +$10.7K | ﹤0.01% | 1059 |
|
|
2023
Q2 | $167K | Buy |
76,074
+52,524
| +223% | +$120K | ﹤0.01% | 1090 |
|
|
2023
Q1 | $54.6K | Buy |
+23,550
| New | +$57K | ﹤0.01% | 1118 |
|
|
2022
Q4 | – | Sell |
-20,035
| Closed | -$36K | – | 1212 |
|
|
2022
Q3 | $36K | Hold |
20,035
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q2 | $41K | Sell |
20,035
-671
| -3% | -$1.48K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $50K | Buy |
20,706
+2,223
| +12% | +$5.91K | ﹤0.01% | 1263 |
|
|
2021
Q4 | $47K | Buy |
+18,483
| New | +$47.1K | ﹤0.01% | 1283 |
|
|
2019
Q2 | – | Sell |
-11,456
| Closed | -$37K | – | 1202 |
|
|
2019
Q1 | $37K | Buy |
+11,456
| New | +$35K | ﹤0.01% | 1153 |
|
|
2016
Q1 | – | Sell |
-37,832
| Closed | -$165K | – | 780 |
|
|
2015
Q4 | $165K | Buy |
37,832
+6,567
| +21% | +$29.8K | 0.01% | 664 |
|
|
2015
Q3 | $144K | Sell |
31,265
-2,068
| -6% | -$10.3K | 0.01% | 673 |
|
|
2015
Q2 | $181K | Sell |
33,333
-48
| -0.1% | -$250 | 0.01% | 719 |
|
|
2015
Q1 | $156K | Buy |
33,381
+11,013
| +49% | +$51.3K | 0.01% | 740 |
|
|
2014
Q4 | $104K | Sell |
22,368
-864
| -4% | -$4.18K | ﹤0.01% | 751 |
|
|
2014
Q3 | $117K | Hold |
23,232
| – | – | 0.01% | 746 |
|
|
2014
Q2 | $119K | Hold |
23,232
| – | – | 0.01% | 784 |
|
|
2014
Q1 | $118K | Sell |
23,232
-7,850
| -25% | -$42.6K | 0.01% | 734 |
|
|
2013
Q4 | $165K | Sell |
31,082
-12,670
| -29% | -$63.6K | 0.01% | 786 |
|
|
2013
Q3 | $210K | Hold |
43,752
| – | – | 0.01% | 704 |
|
|
2013
Q2 | $168K | Buy |
+43,752
| New | +$152K | 0.01% | 664 |
|
Other funds holding LYG
MIP
Stephens Inc's LYG Position: Q2 2026 in Review
Stephens Inc reduced its Lloyds Banking Group (LYG) stake by 17% in Q2 2026, selling an estimated $115K and leaving 101,097 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #825.
Stephens Inc first reported a position in LYG in Q2 2013 and has held it in 30 quarters since. The position peaked at $641K in Q4 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.
- Stephens Inc held 101,097 shares of Lloyds Banking Group worth $589K as of Q2 2026.
- Stephens Inc sold 21,247 Lloyds Banking Group shares in Q2 2026, an estimated $115K.
- Lloyds Banking Group made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #825 holding.
- Stephens Inc first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 30 quarters since.
- Stephens Inc's Lloyds Banking Group position peaked at $641K in Q4 2025.
- 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.
Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.