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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
Q2 		$190K Buy
32,535
+1,040
+3% +$5.64K ﹤0.01% 1538
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

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

Summit Financial's LYG Position: Q2 2026 in Review

Summit Financial increased its Lloyds Banking Group (LYG) stake by 3.3% in Q2 2026, buying an estimated $5.64K and bringing the position to 32,535 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Summit Financial first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Summit Financial held 32,535 shares of Lloyds Banking Group worth $190K as of Q2 2026.
  • Summit Financial bought 1,040 Lloyds Banking Group shares in Q2 2026, an estimated $5.64K.
  • Lloyds Banking Group made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1538 holding.
  • Summit Financial first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
  • 613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.