Synergy Investment Management’s Lloyds Banking Group LYG Stock Holding History

Synergy Investment Management’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	$3.69K	Buy	+629	New	+$3.41K	﹤0.01%	817

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

Synergy Investment Management's LYG Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 629 shares worth $3.69K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings.

608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Synergy Investment Management held 629 shares of Lloyds Banking Group worth $3.69K as of Q2 2026.
Lloyds Banking Group was a new Synergy Investment Management position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #817 holding.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.