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TD Private Client Wealth’s Lloyds Banking Group LYG Stock Holding History

TD Private Client Wealth’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 		$433K Buy
74,317
+11,380
+18% +$61.7K 0.01% 533
2026
Q1 		$317K Sell
62,937
-17,013
-21% -$93.3K 0.01% 565
2025
Q4 		$424K Sell
79,950
-6,682
-8% -$32.4K 0.01% 508
2025
Q3 		$393K Sell
86,632
-1,076
-1% -$4.7K 0.01% 525
2025
Q2 		$373K Buy
87,708
+29,467
+51% +$117K 0.01% 514
2025
Q1 		$222K Buy
58,241
+39,302
+208% +$130K 0.01% 582
2024
Q4 		$51.5K Buy
18,939
+17,958
+1,831% +$51.3K ﹤0.01% 812
2024
Q3 		$3.06K Sell
981
-197
-17% -$591 ﹤0.01% 1145
2024
Q2 		$3.22K Buy
1,178
+701
+147% +$1.88K ﹤0.01% 1112
2024
Q1 		$1.24K Sell
477
-2,039
-81% -$4.68K ﹤0.01% 1160
2023
Q4 		$6.01K Sell
2,516
-122
-5% -$261 ﹤0.01% 1100
2023
Q3 		$5.62K Hold
2,638
– – ﹤0.01% 1108
2023
Q2 		$5.8K Buy
2,638
+920
+54% +$2.11K ﹤0.01% 1115
2023
Q1 		$3.99K Buy
1,718
+1,241
+260% +$3K ﹤0.01% 1117
2022
Q4 		$1.05K Buy
+477
New +$981 ﹤0.01% 1143
2022
Q1 		– Sell
-776
Closed -$1.98K – 1304
2021
Q4 		$1.98K Buy
+776
New +$1.98K ﹤0.01% 1019
2021
Q1 		– Sell
-3,294
Closed -$6.46K – 1189
2020
Q4 		$6.46K Hold
3,294
– – ﹤0.01% 873
2020
Q3 		$4.28K Hold
3,294
– – ﹤0.01% 854
2020
Q2 		$4.94K Sell
3,294
-112,345
-97% -$168K ﹤0.01% 841
2020
Q1 		$175K Sell
115,639
-6,169
-5% -$15.9K 0.01% 432
2019
Q4 		$403K Buy
+121,808
New +$368K 0.02% 382

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

TD Private Client Wealth's LYG Position: Q2 2026 in Review

TD Private Client Wealth increased its Lloyds Banking Group (LYG) stake by 18% in Q2 2026, buying an estimated $61.7K and bringing the position to 74,317 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #533.

TD Private Client Wealth first reported a position in LYG in Q4 2019 and has held it in 21 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • TD Private Client Wealth held 74,317 shares of Lloyds Banking Group worth $433K as of Q2 2026.
  • TD Private Client Wealth bought 11,380 Lloyds Banking Group shares in Q2 2026, an estimated $61.7K.
  • Lloyds Banking Group made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #533 holding.
  • TD Private Client Wealth first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 21 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.