Trajan Wealth’s Lloyds Banking Group LYG Stock Holding History

Trajan 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 Q1	–	Sell	-12,683	Closed	-$67.2K	–	156
2025 Q4	$67.2K	Buy	+12,683	New	+$61.4K	﹤0.01%	153

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trajan Wealth's LYG Position: Q1 2026 in Review

Trajan Wealth sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 12,683 shares — an estimated $67.2K sold.

Trajan Wealth first reported a position in LYG in Q4 2025 and held it in 1 quarter. The position peaked at $67.2K in Q4 2025. 572 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Trajan Wealth reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Trajan Wealth sold 12,683 Lloyds Banking Group shares in Q1 2026, an estimated $67.2K.
Trajan Wealth first reported a position in Lloyds Banking Group in Q4 2025 and held it in 1 quarter.
Trajan Wealth's Lloyds Banking Group position peaked at $67.2K in Q4 2025.
572 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.