Steve Schonfeld’s Lloyds Banking Group LYG Stock Holding History

Steve Schonfeld’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	$12.9M	Buy	+2,204,316	New	+$12M	0.05%	350
2024 Q2	–	Sell	-143,716	Closed	-$372K	–	2396
2024 Q1	$372K	Buy	143,716 +59,816	+71%	+$137K	﹤0.01%	1572
2023 Q4	$201K	Buy	83,900 +25,100	+43%	+$53.8K	﹤0.01%	1534
2023 Q3	$125K	Buy	+58,800	New	+$128K	﹤0.01%	1473
2023 Q2	–	Sell	-180,000	Closed	-$418K	–	2349
2023 Q1	$418K	Buy	180,000 +167,200	+1,306%	+$405K	﹤0.01%	1238
2022 Q4	$28.2K	Buy	+12,800	New	+$26.3K	﹤0.01%	2300
2022 Q3	–	Sell	-17,400	Closed	-$36K	–	3086
2022 Q2	$36K	Buy	+17,400	New	+$38.4K	﹤0.01%	2260
2020 Q2	–	Sell	-40,500	Closed	-$61K	–	1411
2020 Q1	$61K	Buy	+40,500	New	+$104K	﹤0.01%	1043
2019 Q4	–	Sell	-15,700	Closed	-$41K	–	1402
2019 Q3	$41K	Buy	+15,700	New	+$40.7K	﹤0.01%	965

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

Steve Schonfeld's LYG Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 2,204,316 shares worth $12.9M. The stake represents 0.05% of the portfolio and ranks #350 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in LYG as recently as Q1 2024.

Steve Schonfeld first reported a position in LYG in Q3 2019 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Steve Schonfeld held 2,204,316 shares of Lloyds Banking Group worth $12.9M as of Q2 2026.
Lloyds Banking Group was a new Steve Schonfeld position in Q2 2026.
Lloyds Banking Group made up 0.05% of Steve Schonfeld's portfolio in Q2 2026, its #350 holding.
Steve Schonfeld first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 9 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.