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SYM Financial Corp’s Lloyds Banking Group LYG Stock Holding History

SYM Financial Corp’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 		$140K Buy
23,958
+7,164
+43% +$38.8K 0.01% 399
2026
Q1 		$84.5K Hold
16,794
– – 0.01% 352
2025
Q4 		$89K Buy
16,794
+930
+6% +$4.5K 0.01% 352
2025
Q3 		$72K Buy
15,864
+2,309
+17% +$10.1K 0.01% 354
2025
Q2 		$57.6K Buy
13,555
+3,139
+30% +$12.5K 0.01% 356
2025
Q1 		$39.8K Buy
+10,416
New +$34.4K ﹤0.01% 314
2024
Q4 		– Sell
-25,251
Closed -$78.8K – 350
2024
Q3 		$78.8K Hold
25,251
– – 0.01% 210
2024
Q2 		$68.9K Buy
+25,251
New +$67.7K 0.01% 194

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

SYM Financial Corp's LYG Position: Q2 2026 in Review

SYM Financial Corp increased its Lloyds Banking Group (LYG) stake by 43% in Q2 2026, buying an estimated $38.8K and bringing the position to 23,958 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #399.

SYM Financial Corp first reported a position in LYG in Q2 2024 and has held it in 8 quarters since. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • SYM Financial Corp held 23,958 shares of Lloyds Banking Group worth $140K as of Q2 2026.
  • SYM Financial Corp bought 7,164 Lloyds Banking Group shares in Q2 2026, an estimated $38.8K.
  • Lloyds Banking Group made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #399 holding.
  • SYM Financial Corp first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 8 quarters since.
  • 613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.