SVB Wealth
LYG icon

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
Q3 		$76.7K Sell
13,621
-343
-2% -$2.06K 0.01% 358
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 +$43.2K ﹤0.01% 481

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

SVB Wealth's LYG Position: Q3 2026 in Review

SVB Wealth reduced its Lloyds Banking Group (LYG) stake by 2.5% in Q3 2026, selling an estimated $2.06K and leaving 13,621 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #358.

SVB Wealth first reported a position in LYG in Q1 2017 and has held it in 22 quarters since. The position peaked at $140K in Q2 2024. 386 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • SVB Wealth held 13,621 shares of Lloyds Banking Group worth $76.7K as of Q3 2026.
  • SVB Wealth sold 343 Lloyds Banking Group shares in Q3 2026, an estimated $2.06K.
  • Lloyds Banking Group made up 0.01% of SVB Wealth's portfolio in Q3 2026, its #358 holding.
  • SVB Wealth first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 22 quarters since.
  • SVB Wealth's Lloyds Banking Group position peaked at $140K in Q2 2024.
  • 386 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on SVB Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.