Summit Financial’s Lloyds Banking Group LYG Stock Holding History

Summit Financial’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 Q1	$158K	Buy	31,495 +208	+0.7%	+$1.14K	﹤0.01%	1363
2025 Q4	$166K	Sell	31,287 -3,116	-9%	-$15.1K	﹤0.01%	1255
2025 Q3	$156K	Buy	34,403 +32	+0.1%	+$140	﹤0.01%	1210
2025 Q2	$146K	Buy	34,371 +5,805	+20%	+$23.1K	﹤0.01%	793
2025 Q1	$109K	Sell	28,566 -444	-2%	-$1.47K	﹤0.01%	701
2024 Q4	$78.9K	Buy	+29,010	New	+$82.8K	﹤0.01%	634

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Financial's LYG Position: Q1 2026 in Review

Summit Financial increased its Lloyds Banking Group (LYG) stake by 0.66% in Q1 2026, buying an estimated $1.14K and bringing the position to 31,495 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Summit Financial first reported a position in LYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $166K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Summit Financial held 31,495 shares of Lloyds Banking Group worth $158K as of Q1 2026.
Summit Financial bought 208 Lloyds Banking Group shares in Q1 2026, an estimated $1.14K.
Lloyds Banking Group made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1363 holding.
Summit Financial first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 6 quarters since.
Summit Financial's Lloyds Banking Group position peaked at $166K in Q4 2025.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.