SYM Financial Corp
LYG icon

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
Q3 		$184K Buy
32,720
+8,762
+37% +$52.5K 0.01% 419
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 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
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
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

SYM Financial Corp's LYG Position: Q3 2026 in Review

SYM Financial Corp increased its Lloyds Banking Group (LYG) stake by 37% in Q3 2026, buying an estimated $52.5K and bringing the position to 32,720 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #419.

SYM Financial Corp first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. 327 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • SYM Financial Corp held 32,720 shares of Lloyds Banking Group worth $184K as of Q3 2026.
  • SYM Financial Corp bought 8,762 Lloyds Banking Group shares in Q3 2026, an estimated $52.5K.
  • Lloyds Banking Group made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #419 holding.
  • SYM Financial Corp first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
  • 327 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.