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SVB Wealth’s Lloyds Banking Group LYG Stock Holding History

SVB Wealth’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 		$81.4K Buy
13,964
+766
+6% +$4.15K 0.01% 383
2026
Q1 		$66.4K Sell
13,198
-135
-1% -$741 ﹤0.01% 383
2025
Q4 		$70.7K Buy
13,333
+166
+1% +$804 ﹤0.01% 394
2025
Q3 		$59.8K Sell
13,167
-10,634
-45% -$46.5K ﹤0.01% 404
2025
Q2 		$101K Buy
+23,801
New +$94.6K 0.01% 416
2025
Q1 		– Sell
-41,165
Closed -$112K – 1667
2024
Q4 		$112K Buy
+41,165
New +$118K ﹤0.01% 710
2024
Q3 		– Sell
-51,271
Closed -$140K – 356
2024
Q2 		$140K Sell
51,271
-387
-0.7% -$1.04K ﹤0.01% 697
2024
Q1 		$134K Buy
51,658
+6,000
+13% +$13.8K ﹤0.01% 800
2023
Q4 		$109K Buy
45,658
+2,407
+6% +$5.16K ﹤0.01% 826
2023
Q3 		$92.1K Buy
43,251
+2,573
+6% +$5.58K ﹤0.01% 811
2023
Q2 		$89.5K Sell
40,678
-10,689
-21% -$24.5K ﹤0.01% 881
2023
Q1 		$119K Buy
51,367
+2,281
+5% +$5.52K ﹤0.01% 928
2022
Q4 		$108K Sell
49,086
-9,049
-16% -$18.6K ﹤0.01% 966
2022
Q3 		$104K Buy
58,135
+8,784
+18% +$18.2K ﹤0.01% 911
2022
Q2 		$101K Buy
49,351
+19,441
+65% +$42.9K ﹤0.01% 713
2022
Q1 		$72K Buy
29,910
+11,014
+58% +$29.3K ﹤0.01% 732
2021
Q4 		$47K Buy
18,896
+5,939
+46% +$15.1K ﹤0.01% 764
2021
Q3 		$32K Sell
12,957
-42
-0.3% -$103 ﹤0.01% 968
2021
Q2 		$33K Buy
12,999
+1,390
+12% +$3.57K ﹤0.01% 949
2021
Q1 		$27K Buy
+11,609
New +$24.1K ﹤0.01% 893
2017
Q2 		– Sell
-12,830
Closed -$11K – 492
2017
Q1 		$11K Buy
+12,830
New +$43.3K ﹤0.01% 481

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

SVB Wealth's LYG Position: Q2 2026 in Review

SVB Wealth increased its Lloyds Banking Group (LYG) stake by 5.8% in Q2 2026, buying an estimated $4.15K and bringing the position to 13,964 shares worth $81.4K. The position accounts for 0.01% of the portfolio, ranked #383.

SVB Wealth first reported a position in LYG in Q1 2017 and has held it in 21 quarters since. The position peaked at $140K in Q2 2024. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • SVB Wealth held 13,964 shares of Lloyds Banking Group worth $81.4K as of Q2 2026.
  • SVB Wealth bought 766 Lloyds Banking Group shares in Q2 2026, an estimated $4.15K.
  • Lloyds Banking Group made up 0.01% of SVB Wealth's portfolio in Q2 2026, its #383 holding.
  • SVB Wealth first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 21 quarters since.
  • SVB Wealth's Lloyds Banking Group position peaked at $140K in Q2 2024.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.