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Tanager Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Tanager Wealth 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 		– Sell
-13,170
Closed -$66.2K – 165
2026
Q1 		$66.2K Buy
+13,170
New +$72.3K 0.01% 144
2023
Q1 		– Sell
-27,575
Closed -$60.7K – 80
2022
Q4 		$60.7K Buy
+27,575
New +$56.7K 0.02% 80

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

Tanager Wealth Management's LYG Position: Q2 2026 in Review

Tanager Wealth Management sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 13,170 shares — an estimated $66.2K sold.

Tanager Wealth Management first reported a position in LYG in Q4 2022 and held it in 2 quarters. The position peaked at $66.2K in Q1 2026. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Tanager Wealth Management reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
  • Tanager Wealth Management sold 13,170 Lloyds Banking Group shares in Q2 2026, an estimated $66.2K.
  • Tanager Wealth Management first reported a position in Lloyds Banking Group in Q4 2022 and held it in 2 quarters.
  • Tanager Wealth Management's Lloyds Banking Group position peaked at $66.2K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.