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Stonehaven Wealth & Tax Solutions’s Lloyds Banking Group LYG Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$166K Buy
28,491
+2,973
+12% +$16.1K 0.13% 93
2026
Q1 		$128K Buy
+25,518
New +$140K 0.11% 80

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

Stonehaven Wealth & Tax Solutions's LYG Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Lloyds Banking Group (LYG) stake by 12% in Q2 2026, buying an estimated $16.1K and bringing the position to 28,491 shares worth $166K. The position accounts for 0.13% of the portfolio, ranked #93.

Stonehaven Wealth & Tax Solutions 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.

  • Stonehaven Wealth & Tax Solutions held 28,491 shares of Lloyds Banking Group worth $166K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions bought 2,973 Lloyds Banking Group shares in Q2 2026, an estimated $16.1K.
  • Lloyds Banking Group made up 0.13% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #93 holding.
  • Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.