TFB Advisors’s Lloyds Banking Group LYG Stock Holding History

TFB Advisors’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 Q1	–	Sell	-21,524	Closed	-$114K	–	271
2025 Q4	$114K	Buy	21,524 +2,200	+11%	+$10.7K	0.03%	304
2025 Q3	$87.3K	Buy	+19,324	New	+$84.5K	0.03%	306

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFB Advisors's LYG Position: Q1 2026 in Review

TFB Advisors sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 21,524 shares — an estimated $114K sold.

TFB Advisors first reported a position in LYG in Q3 2025 and held it in 2 quarters. The position peaked at $114K in Q4 2025. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

TFB Advisors reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
TFB Advisors sold 21,524 Lloyds Banking Group shares in Q1 2026, an estimated $114K.
TFB Advisors first reported a position in Lloyds Banking Group in Q3 2025 and held it in 2 quarters.
TFB Advisors's Lloyds Banking Group position peaked at $114K in Q4 2025.
567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.