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Twin Peaks Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Twin Peaks Wealth Advisors’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 		$41.4K Buy
+8,238
New +$45.2K 0.01% 472
2025
Q3 		– Sell
-4,200
Closed -$19K – 1297
2025
Q2 		$19K Buy
+4,200
New +$16.7K 0.01% 621

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's LYG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 8,238 shares worth $41.4K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LYG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LYG in Q2 2025 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 8,238 shares of Lloyds Banking Group worth $41.4K as of Q1 2026.
  • Lloyds Banking Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Lloyds Banking Group made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #472 holding.
  • Twin Peaks Wealth Advisors first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.