StrongBox Wealth’s Lloyds Banking Group LYG Stock Holding History

StrongBox Wealth’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 Q3	$552	Buy	+98	New	+$587	﹤0.01%	280

Other funds holding LYG

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

StrongBox Wealth's LYG Position: Q3 2026 in Review

StrongBox Wealth opened a new position in Lloyds Banking Group (LYG) in Q3 2026: 98 shares worth $552. The stake represents ﹤0.01% of the portfolio and ranks #280 among its holdings.

297 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

StrongBox Wealth held 98 shares of Lloyds Banking Group worth $552 as of Q3 2026.
Lloyds Banking Group was a new StrongBox Wealth position in Q3 2026.
Lloyds Banking Group made up ﹤0.01% of StrongBox Wealth's portfolio in Q3 2026, its #280 holding.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on StrongBox Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.