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Traveka Wealth’s Lloyds Banking Group LYG Stock Holding History

Traveka 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
Q2 		$154K Hold
26,401
– – 0.05% 194
2026
Q1 		$133K Hold
26,401
– – 0.05% 181
2025
Q4 		$140K Buy
26,401
+190
+0.7% +$920 0.06% 184
2025
Q3 		$119K Buy
26,211
+189
+0.7% +$826 0.05% 169
2025
Q2 		$111K Sell
26,022
-1,879
-7% -$7.47K 0.06% 134
2025
Q1 		$107K Hold
27,901
– – 0.06% 143
2024
Q4 		$75.9K Buy
+27,901
New +$79.7K 0.04% 136
2024
Q3 		– Sell
-29,024
Closed -$79.2K – 136
2024
Q2 		$79.2K Buy
29,024
+3,115
+12% +$8.36K 0.04% 127
2024
Q1 		$67.1K Buy
25,909
+2,109
+9% +$4.84K 0.03% 132
2023
Q4 		$56.9K Buy
+23,800
New +$51K 0.03% 123

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Traveka Wealth's LYG Position: Q2 2026 in Review

Traveka Wealth held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 26,401 shares worth $154K. The position accounts for 0.05% of the portfolio, ranked #194.

Traveka Wealth first reported a position in LYG in Q4 2023 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Traveka Wealth held 26,401 shares of Lloyds Banking Group worth $154K as of Q2 2026.
  • Traveka Wealth left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.05% of Traveka Wealth's portfolio in Q2 2026, its #194 holding.
  • Traveka Wealth first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 10 quarters since.
  • 268 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.