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

Triumph 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 		$4.27K Buy
733
+390
+114% +$2.12K ﹤0.01% 1399
2026
Q1 		$1.73K Buy
343
+207
+152% +$1.14K ﹤0.01% 1556
2025
Q4 		$721 Buy
+136
New +$658 ﹤0.01% 1609

Other funds holding LYG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Triumph Capital Management increased its Lloyds Banking Group (LYG) stake by 114% in Q2 2026, buying an estimated $2.12K and bringing the position to 733 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Triumph Capital Management first reported a position in LYG in Q4 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Triumph Capital Management held 733 shares of Lloyds Banking Group worth $4.27K as of Q2 2026.
  • Triumph Capital Management bought 390 Lloyds Banking Group shares in Q2 2026, an estimated $2.12K.
  • Lloyds Banking Group made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1399 holding.
  • Triumph Capital Management first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.