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Transcend Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

Transcend Capital 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 		$454K Buy
77,863
+260
+0.3% +$1.41K 0.03% 489
2026
Q1 		$390K Buy
77,603
+18,547
+31% +$102K 0.03% 456
2025
Q4 		$313K Buy
59,056
+18,344
+45% +$88.8K 0.02% 513
2025
Q3 		$185K Buy
40,712
+17,065
+72% +$74.6K 0.01% 672
2025
Q2 		$101K Buy
23,647
+13,595
+135% +$54K 0.01% 606
2025
Q1 		$38.4K Sell
10,052
-1,927
-16% -$6.37K ﹤0.01% 599
2024
Q4 		$32.6K Buy
11,979
+1,172
+11% +$3.35K ﹤0.01% 568
2024
Q3 		$33.7K Buy
10,807
+617
+6% +$1.85K ﹤0.01% 612
2024
Q2 		$27.8K Buy
+10,190
New +$27.3K ﹤0.01% 594
2024
Q1 		– Sell
-12,418
Closed -$29.7K – 546
2023
Q4 		$29.7K Sell
12,418
-1,078
-8% -$2.31K ﹤0.01% 501
2023
Q3 		$28.7K Buy
+13,496
New +$29.3K ﹤0.01% 484

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

Transcend Capital Advisors's LYG Position: Q2 2026 in Review

Transcend Capital Advisors increased its Lloyds Banking Group (LYG) stake by 0.34% in Q2 2026, buying an estimated $1.41K and bringing the position to 77,863 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #489.

Transcend Capital Advisors first reported a position in LYG in Q3 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Transcend Capital Advisors held 77,863 shares of Lloyds Banking Group worth $454K as of Q2 2026.
  • Transcend Capital Advisors bought 260 Lloyds Banking Group shares in Q2 2026, an estimated $1.41K.
  • Lloyds Banking Group made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #489 holding.
  • Transcend Capital Advisors first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 11 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.