STA
LYG icon

Summit Trail Advisors’s Lloyds Banking Group LYG Stock Holding History

Summit Trail Advisors’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 		$911K Sell
156,280
-94
-0.1% -$510 0.01% 1023
2026
Q1 		$787K Buy
156,374
+140,962
+915% +$773K 0.01% 1018
2025
Q4 		$81.7K Sell
15,412
-13,011
-46% -$63K ﹤0.01% 1294
2025
Q3 		$129K Buy
28,423
+1,596
+6% +$6.98K ﹤0.01% 1320
2025
Q2 		$114K Buy
+26,827
New +$107K ﹤0.01% 1091
2024
Q4 		– Sell
-31,037
Closed -$96.8K – 610
2024
Q3 		$96.8K Buy
31,037
+928
+3% +$2.78K ﹤0.01% 703
2024
Q2 		$82.2K Buy
30,109
+13,508
+81% +$36.2K ﹤0.01% 607
2024
Q1 		$43K Buy
16,601
+1,431
+9% +$3.28K ﹤0.01% 595
2023
Q4 		$36.3K Buy
15,170
+4,244
+39% +$9.09K ﹤0.01% 547
2023
Q3 		$23.3K Sell
10,926
-3,096
-22% -$6.71K ﹤0.01% 544
2023
Q2 		$30.8K Buy
+14,022
New +$32.2K ﹤0.01% 537
2022
Q1 		– Sell
-10,092
Closed -$26K – 354
2021
Q4 		$26K Buy
+10,092
New +$25.7K ﹤0.01% 295
2018
Q2 		– Sell
-30,052
Closed -$107K – 581
2018
Q1 		$107K Buy
30,052
+4,670
+18% +$18.1K 0.02% 397
2017
Q4 		$106K Buy
+25,382
New +$91.5K 0.01% 603

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 Trail Advisors's LYG Position: Q2 2026 in Review

Summit Trail Advisors reduced its Lloyds Banking Group (LYG) stake by 0.06% in Q2 2026, selling an estimated $510 and leaving 156,280 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #1023.

Summit Trail Advisors first reported a position in LYG in Q4 2017 and has held it in 14 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Summit Trail Advisors held 156,280 shares of Lloyds Banking Group worth $911K as of Q2 2026.
  • Summit Trail Advisors sold 94 Lloyds Banking Group shares in Q2 2026, an estimated $510.
  • Lloyds Banking Group made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1023 holding.
  • Summit Trail Advisors first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 14 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.