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Trust Point Inc’s Lloyds Banking Group LYG Stock Holding History

Trust Point Inc’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 		$383K Buy
65,773
+12,678
+24% +$68.7K 0.03% 282
2026
Q1 		$267K Buy
53,095
+9,174
+21% +$50.3K 0.02% 424
2025
Q4 		$233K Buy
43,921
+13,840
+46% +$67K 0.02% 433
2025
Q3 		$137K Buy
30,081
+6,430
+27% +$28.1K 0.01% 475
2025
Q2 		$101K Buy
23,651
+271
+1% +$1.08K 0.01% 386
2025
Q1 		$89.3K Sell
23,380
-240
-1% -$794 0.01% 454
2024
Q4 		$64.2K Sell
23,620
-2,607
-10% -$7.45K ﹤0.01% 558
2024
Q3 		$81.8K Sell
26,227
-6,971
-21% -$20.9K 0.01% 512
2024
Q2 		$90.6K Sell
33,198
-7,522
-18% -$20.2K 0.01% 491
2024
Q1 		$105K Buy
40,720
+22,268
+121% +$51.1K 0.01% 519
2023
Q4 		$44.1K Buy
+18,452
New +$39.5K ﹤0.01% 494

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
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 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

Trust Point Inc's LYG Position: Q2 2026 in Review

Trust Point Inc increased its Lloyds Banking Group (LYG) stake by 24% in Q2 2026, buying an estimated $68.7K and bringing the position to 65,773 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #282.

Trust Point Inc first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Trust Point Inc held 65,773 shares of Lloyds Banking Group worth $383K as of Q2 2026.
  • Trust Point Inc bought 12,678 Lloyds Banking Group shares in Q2 2026, an estimated $68.7K.
  • Lloyds Banking Group made up 0.03% of Trust Point Inc's portfolio in Q2 2026, its #282 holding.
  • Trust Point Inc first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 171 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.