Tucker Asset Management’s Lloyds Banking Group LYG Stock Holding History

Tucker Asset 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 Q1	–	Sell	-5,111	Closed	-$27.1K	–	753
2025 Q4	$27.1K	Buy	+5,111	New	+$24.7K	0.01%	410
2023 Q3	–	Sell	-9,328	Closed	-$20.5K	–	1489
2023 Q2	$20.5K	Sell	9,328 -472	-5%	-$1.08K	0.01%	397
2023 Q1	$22.7K	Buy	+9,800	New	+$23.7K	0.01%	391

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tucker Asset Management's LYG Position: Q1 2026 in Review

Tucker Asset Management sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 5,111 shares — an estimated $27.1K sold.

Tucker Asset Management first reported a position in LYG in Q1 2023 and held it in 3 quarters. The position peaked at $27.1K in Q4 2025. 571 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Tucker Asset Management reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 5,111 Lloyds Banking Group shares in Q1 2026, an estimated $27.1K.
Tucker Asset Management first reported a position in Lloyds Banking Group in Q1 2023 and held it in 3 quarters.
Tucker Asset Management's Lloyds Banking Group position peaked at $27.1K in Q4 2025.
571 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.