Twin City Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Twin City Private Wealth’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	$2.07M	Buy	355,605 +5,487	+2%	+$29.8K	1.45%	23
2026 Q1	$1.76M	Buy	350,118 +11,898	+4%	+$65.3K	1.34%	28
2025 Q4	$1.79M	Sell	338,220 -50,573	-13%	-$245K	1.36%	27
2025 Q3	$1.77M	Buy	388,793 +2,693	+0.7%	+$11.8K	1.38%	27
2025 Q2	$1.64M	Buy	386,100 +118,105	+44%	+$469K	1.34%	29
2025 Q1	$1.02M	Sell	267,995 -88,521	-25%	-$293K	0.9%	42
2024 Q4	$970K	Buy	356,516 +951	+0.3%	+$2.72K	0.86%	48
2024 Q3	$1.11M	Sell	355,565 -298	-0.1%	-$894	0.96%	43
2024 Q2	$972K	Sell	355,863 -18,386	-5%	-$49.3K	0.92%	43
2024 Q1	$969K	Buy	+374,249	New	+$859K	0.95%	41

Other funds holding LYG

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Twin City Private Wealth's LYG Position: Q2 2026 in Review

Twin City Private Wealth increased its Lloyds Banking Group (LYG) stake by 1.6% in Q2 2026, buying an estimated $29.8K and bringing the position to 355,605 shares worth $2.07M. The position accounts for 1.45% of the portfolio, ranked #23.

Twin City Private Wealth first reported a position in LYG in Q1 2024 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Twin City Private Wealth held 355,605 shares of Lloyds Banking Group worth $2.07M as of Q2 2026.
Twin City Private Wealth bought 5,487 Lloyds Banking Group shares in Q2 2026, an estimated $29.8K.
Lloyds Banking Group made up 1.45% of Twin City Private Wealth's portfolio in Q2 2026, its #23 holding.
Twin City Private Wealth first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 10 quarters since.
610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.