SS
LYG icon

Sunbelt Securities’s Lloyds Banking Group LYG Stock Holding History

Sunbelt Securities’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 		$1.83K Hold
363
– – ﹤0.01% 1958
2025
Q4 		$1.92K Hold
363
– – ﹤0.01% 1894
2025
Q3 		$1.65K Buy
+363
New +$1.59K ﹤0.01% 1923

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sunbelt Securities's LYG Position: Q1 2026 in Review

Sunbelt Securities held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 363 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Sunbelt Securities first reported a position in LYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.92K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Sunbelt Securities held 363 shares of Lloyds Banking Group worth $1.83K as of Q1 2026.
  • Sunbelt Securities left its Lloyds Banking Group share count unchanged in Q1 2026.
  • Lloyds Banking Group made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1958 holding.
  • Sunbelt Securities first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Lloyds Banking Group position peaked at $1.92K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.