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True Wealth Design’s Lloyds Banking Group LYG Stock Holding History

True Wealth Design’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 		$55.3K Hold
9,478
– – 0.01% 450
2026
Q1 		$47.7K Buy
9,478
+3,913
+70% +$21.5K 0.01% 418
2025
Q4 		$29.5K Hold
5,565
– – 0.01% 484
2025
Q3 		$25.3K Buy
+5,565
New +$24.3K 0.01% 527

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

True Wealth Design's LYG Position: Q2 2026 in Review

True Wealth Design held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 9,478 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #450.

True Wealth Design first reported a position in LYG in Q3 2025 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • True Wealth Design held 9,478 shares of Lloyds Banking Group worth $55.3K as of Q2 2026.
  • True Wealth Design left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #450 holding.
  • True Wealth Design first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 4 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.