TCM
LYG icon

Traub Capital Management’s Lloyds Banking Group LYG Stock Holding History

Traub Capital Management’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 		$309K Hold
53,050
– – 0.28% 88
2026
Q1 		$267K Sell
53,050
-5,333
-9% -$29.3K 0.26% 91
2025
Q4 		$309K Sell
58,383
-6,075
-9% -$29.4K 0.3% 83
2025
Q3 		$293K Hold
64,458
– – 0.29% 87
2025
Q2 		$274K Buy
+64,458
New +$256K 0.25% 84

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

Traub Capital Management's LYG Position: Q2 2026 in Review

Traub Capital Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 53,050 shares worth $309K. The position accounts for 0.28% of the portfolio, ranked #88.

Traub Capital Management first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $309K in Q4 2025. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Traub Capital Management held 53,050 shares of Lloyds Banking Group worth $309K as of Q2 2026.
  • Traub Capital Management left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.28% of Traub Capital Management's portfolio in Q2 2026, its #88 holding.
  • Traub Capital Management first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
  • Traub Capital Management's Lloyds Banking Group position peaked at $309K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Traub Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.