Symmetry Investments’s Lloyds Banking Group LYG Stock Holding History

Symmetry Investments’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	$4.04M	Sell	693,000 -218,500	-24%	-$1.18M	0.27%	51
2026 Q1	$4.58M	Buy	911,500 +765,700	+525%	+$4.2M	0.5%	54
2025 Q4	$773K	Sell	145,800 -428,305	-75%	-$2.07M	0.07%	132
2025 Q3	$2.61M	Buy	574,105 +184,205	+47%	+$805K	0.13%	88
2025 Q2	$1.66M	Buy	+389,900	New	+$1.55M	0.11%	84

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Symmetry Investments's LYG Position: Q2 2026 in Review

Symmetry Investments reduced its Lloyds Banking Group (LYG) stake by 24% in Q2 2026, selling an estimated $1.18M and leaving 693,000 shares worth $4.04M. The position accounts for 0.27% of the portfolio, ranked #51.

Symmetry Investments first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.58M in Q1 2026. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Symmetry Investments held 693,000 shares of Lloyds Banking Group worth $4.04M as of Q2 2026.
Symmetry Investments sold 218,500 Lloyds Banking Group shares in Q2 2026, an estimated $1.18M.
Lloyds Banking Group made up 0.27% of Symmetry Investments's portfolio in Q2 2026, its #51 holding.
Symmetry Investments first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
Symmetry Investments's Lloyds Banking Group position peaked at $4.58M in Q1 2026.
610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Symmetry Investments's 13F filing for Q2 2026, filed 14 Aug 2026.