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Stone House Investment Management’s Lloyds Banking Group LYG Stock Holding History

Stone House Investment 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 		$775 Buy
133
+30
+29% +$163 ﹤0.01% 930
2026
Q1 		$518 Buy
+103
New +$565 ﹤0.01% 809

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

Stone House Investment Management's LYG Position: Q2 2026 in Review

Stone House Investment Management increased its Lloyds Banking Group (LYG) stake by 29% in Q2 2026, buying an estimated $163 and bringing the position to 133 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Stone House Investment Management first reported a position in LYG in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Stone House Investment Management held 133 shares of Lloyds Banking Group worth $775 as of Q2 2026.
  • Stone House Investment Management bought 30 Lloyds Banking Group shares in Q2 2026, an estimated $163.
  • Lloyds Banking Group made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #930 holding.
  • Stone House Investment Management first reported a position in Lloyds Banking Group in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.