TCM
LYG icon

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

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

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. 614 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.
  • 614 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.