TFA
LYG icon

Tranquilli Financial Advisor’s Lloyds Banking Group LYG Stock Holding History

Tranquilli Financial Advisor’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 		$403K Sell
80,161
-9,933
-11% -$54.5K 0.24% 87
2025
Q4 		$477K Buy
90,094
+6,140
+7% +$29.7K 0.28% 79
2025
Q3 		$381K Buy
83,954
+5,987
+8% +$26.2K 0.23% 85
2025
Q2 		$331K Buy
77,967
+15,056
+24% +$59.8K 0.21% 86
2025
Q1 		$240K Buy
62,911
+14,097
+29% +$46.6K 0.15% 95
2024
Q4 		$133K Sell
48,814
-5,877
-11% -$16.8K 0.08% 107
2024
Q3 		$171K Buy
54,691
+4,358
+9% +$13.1K 0.11% 105
2024
Q2 		$140K Buy
50,333
+2,633
+6% +$7.06K 0.09% 107
2024
Q1 		$124K Buy
47,700
+9,929
+26% +$22.8K 0.08% 104
2023
Q4 		$90.3K Buy
37,771
+855
+2% +$1.83K 0.06% 98
2023
Q3 		$78.6K Buy
36,916
+8,872
+32% +$19.2K 0.06% 94
2023
Q2 		$61.7K Buy
28,044
+2,192
+8% +$5.03K 0.04% 91
2023
Q1 		$60K Sell
25,852
-1,357
-5% -$3.28K 0.04% 82
2022
Q4 		$59.9K Buy
27,209
+756
+3% +$1.55K 0.05% 80
2022
Q3 		$47K Buy
26,453
+2,259
+9% +$4.69K 0.04% 69
2022
Q2 		$49K Buy
24,194
+7,140
+42% +$15.8K 0.04% 64
2022
Q1 		$41K Buy
17,054
+1,656
+11% +$4.4K 0.03% 81
2021
Q4 		$39K Buy
15,398
+3,429
+29% +$8.74K 0.03% 83
2021
Q3 		$29K Buy
11,969
+1,002
+9% +$2.46K 0.02% 75
2021
Q2 		$28K Sell
10,967
-5
-0% -$13 0.02% 78
2021
Q1 		$25K Sell
10,972
-682
-6% -$1.42K 0.02% 74
2020
Q4 		$23K Buy
+11,654
New +$19.6K 0.02% 68

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tranquilli Financial Advisor's LYG Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Lloyds Banking Group (LYG) stake by 11% in Q1 2026, selling an estimated $54.5K and leaving 80,161 shares worth $403K. The position accounts for 0.24% of the portfolio, ranked #87.

Tranquilli Financial Advisor first reported a position in LYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $477K in Q4 2025. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Tranquilli Financial Advisor held 80,161 shares of Lloyds Banking Group worth $403K as of Q1 2026.
  • Tranquilli Financial Advisor sold 9,933 Lloyds Banking Group shares in Q1 2026, an estimated $54.5K.
  • Lloyds Banking Group made up 0.24% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #87 holding.
  • Tranquilli Financial Advisor first reported a position in Lloyds Banking Group in Q4 2020 and has held it in 22 quarters since.
  • Tranquilli Financial Advisor's Lloyds Banking Group position peaked at $477K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.