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Transamerica Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Transamerica Financial 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
Q2 		$5.9K Buy
1,012
+631
+166% +$3.42K ﹤0.01% 1089
2026
Q1 		$1.92K Sell
381
-2,415
-86% -$13.2K ﹤0.01% 1218
2025
Q4 		$14.8K Buy
2,796
+2,142
+328% +$10.4K ﹤0.01% 772
2025
Q3 		$2.97K Buy
+654
New +$2.86K ﹤0.01% 971

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Transamerica Financial Advisors's LYG Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Lloyds Banking Group (LYG) stake by 166% in Q2 2026, buying an estimated $3.42K and bringing the position to 1,012 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Transamerica Financial Advisors first reported a position in LYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.8K in Q4 2025. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Transamerica Financial Advisors held 1,012 shares of Lloyds Banking Group worth $5.9K as of Q2 2026.
  • Transamerica Financial Advisors bought 631 Lloyds Banking Group shares in Q2 2026, an estimated $3.42K.
  • Lloyds Banking Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1089 holding.
  • Transamerica Financial Advisors first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Lloyds Banking Group position peaked at $14.8K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.