UMB Bank’s Lloyds Banking Group LYG Stock Holding History

UMB Bank’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	$16.3K	Hold	2,804	–	–	﹤0.01%	1756
2026 Q1	$14.1K	Hold	2,804	–	–	﹤0.01%	1721
2025 Q4	$14.9K	Hold	2,804	–	–	﹤0.01%	1657
2025 Q3	$12.7K	Hold	2,804	–	–	﹤0.01%	1589
2025 Q2	$11.9K	Hold	2,804	–	–	﹤0.01%	1548
2025 Q1	$10.7K	Hold	2,804	–	–	﹤0.01%	1525
2024 Q4	$7.63K	Sell	2,804 -284	-9%	-$811	﹤0.01%	1563
2024 Q3	$9.63K	Buy	3,088 +284	+10%	+$852	﹤0.01%	1499
2024 Q2	$7.66K	Hold	2,804	–	–	﹤0.01%	1322
2024 Q1	$7.26K	Sell	2,804 -1,132	-29%	-$2.6K	﹤0.01%	1335
2023 Q4	$9.41K	Buy	3,936 +3,218	+448%	+$6.89K	﹤0.01%	1306
2023 Q3	$1.53K	Sell	718 -8,280	-92%	-$18K	﹤0.01%	1553
2023 Q2	$19.8K	Buy	8,998 +8,280	+1,153%	+$19K	﹤0.01%	1100
2023 Q1	$1.67K	Hold	718	–	–	﹤0.01%	1540
2022 Q4	$2K	Hold	718	–	–	﹤0.01%	1559
2022 Q3	$1K	Buy	+718	New	+$1.49K	﹤0.01%	1680
2022 Q2	–	Sell	-1,831	Closed	-$4K	–	1984
2022 Q1	$4K	Hold	1,831	–	–	﹤0.01%	1702
2021 Q4	$5K	Buy	+1,831	New	+$4.67K	﹤0.01%	1635

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

UMB Bank's LYG Position: Q2 2026 in Review

UMB Bank held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 2,804 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

UMB Bank first reported a position in LYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.8K in Q2 2023. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

UMB Bank held 2,804 shares of Lloyds Banking Group worth $16.3K as of Q2 2026.
UMB Bank left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1756 holding.
UMB Bank first reported a position in Lloyds Banking Group in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Lloyds Banking Group position peaked at $19.8K in Q2 2023.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.