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Stronghold Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Stronghold Wealth 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
Q3 		$153K Buy
27,110
+492
+2% +$2.95K 0.21% 122
2026
Q2 		$155K Sell
26,618
-157
-0.6% -$851 0.21% 130
2026
Q1 		$135K Buy
26,775
+733
+3% +$4.02K 0.2% 117
2025
Q4 		$138K Buy
+26,042
New +$126K 0.2% 117

Other funds holding LYG

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Stronghold Wealth Management's LYG Position: Q3 2026 in Review

Stronghold Wealth Management increased its Lloyds Banking Group (LYG) stake by 1.8% in Q3 2026, buying an estimated $2.95K and bringing the position to 27,110 shares worth $153K. The position accounts for 0.21% of the portfolio, ranked #122.

Stronghold Wealth Management first reported a position in LYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $155K in Q2 2026. 85 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Stronghold Wealth Management held 27,110 shares of Lloyds Banking Group worth $153K as of Q3 2026.
  • Stronghold Wealth Management bought 492 Lloyds Banking Group shares in Q3 2026, an estimated $2.95K.
  • Lloyds Banking Group made up 0.21% of Stronghold Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Stronghold Wealth Management first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 4 quarters since.
  • Stronghold Wealth Management's Lloyds Banking Group position peaked at $155K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Stronghold Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.