TownSquare Capital’s Lloyds Banking Group LYG Stock Holding History

TownSquare Capital’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	$118K	Sell	23,429 -3,624	-13%	-$19.9K	0.03%	250
2025 Q4	$143K	Buy	27,053 +3,052	+13%	+$14.8K	0.03%	241
2025 Q3	$109K	Sell	24,001 -37,221	-61%	-$163K	0.02%	367
2025 Q2	$260K	Sell	61,222 -1,534,910	-96%	-$6.1M	0.03%	517
2025 Q1	$6.1M	Buy	1,596,132 +64,952	+4%	+$215K	0.06%	280
2024 Q4	$4.16M	Buy	1,531,180 +13,069	+0.9%	+$37.3K	0.05%	360
2024 Q3	$4.74M	Buy	1,518,111 +402,998	+36%	+$1.21M	0.06%	312
2024 Q2	$3.04M	Buy	1,115,113 +418,879	+60%	+$1.12M	0.04%	387
2024 Q1	$1.8M	Buy	+696,234	New	+$1.6M	0.03%	498

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

TownSquare Capital's LYG Position: Q1 2026 in Review

TownSquare Capital reduced its Lloyds Banking Group (LYG) stake by 13% in Q1 2026, selling an estimated $19.9K and leaving 23,429 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #250.

TownSquare Capital first reported a position in LYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.1M in Q1 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

TownSquare Capital held 23,429 shares of Lloyds Banking Group worth $118K as of Q1 2026.
TownSquare Capital sold 3,624 Lloyds Banking Group shares in Q1 2026, an estimated $19.9K.
Lloyds Banking Group made up 0.03% of TownSquare Capital's portfolio in Q1 2026, its #250 holding.
TownSquare Capital first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 9 quarters since.
TownSquare Capital's Lloyds Banking Group position peaked at $6.1M in Q1 2025.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on TownSquare Capital's 13F filing for Q1 2026, filed 13 May 2026.