Toth Financial Advisory’s Lloyds Banking Group LYG Stock Holding History

Toth Financial Advisory’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	-70	Closed	-$353	–	954
2026 Q1	$353	Hold	70	–	–	﹤0.01%	856
2025 Q4	$371	Buy	+70	New	+$339	﹤0.01%	825
2021 Q4	–	Sell	-400	Closed	-$2K	–	796
2021 Q3	$2K	Buy	+400	New	+$980	﹤0.01%	659

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

Toth Financial Advisory's LYG Position: Q2 2026 in Review

Toth Financial Advisory sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 70 shares — an estimated $353 sold.

Toth Financial Advisory first reported a position in LYG in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Toth Financial Advisory reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 70 Lloyds Banking Group shares in Q2 2026, an estimated $353.
Toth Financial Advisory first reported a position in Lloyds Banking Group in Q3 2021 and held it in 3 quarters.
Toth Financial Advisory's Lloyds Banking Group position peaked at $2K in Q3 2021.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.