Unique Wealth Strategies’s Lloyds Banking Group LYG Stock Holding History

Unique Wealth Strategies’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	$117K	Sell	20,097 -174	-0.9%	-$944	0.04%	217
2026 Q1	$102K	Hold	20,271	–	–	0.04%	206
2025 Q4	$107K	Buy	20,271 +652	+3%	+$3.16K	0.04%	202
2025 Q3	$89.1K	Sell	19,619 -7,887	-29%	-$34.5K	0.03%	204
2025 Q2	$117K	Hold	27,506	–	–	0.05%	197
2025 Q1	$105K	Sell	27,506 -757	-3%	-$2.5K	0.05%	181
2024 Q4	$76.9K	Buy	28,263 +722	+3%	+$2.06K	0.03%	185
2024 Q3	$85.9K	Sell	27,541 -621	-2%	-$1.86K	0.04%	196
2024 Q2	$72.9K	Hold	28,162	–	–	0.03%	226
2024 Q1	$72.9K	Buy	28,162 +501	+2%	+$1.15K	0.04%	177
2023 Q4	$66.1K	Buy	+27,661	New	+$59.2K	0.04%	131

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

Unique Wealth Strategies's LYG Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Lloyds Banking Group (LYG) stake by 0.86% in Q2 2026, selling an estimated $944 and leaving 20,097 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #217.

Unique Wealth Strategies first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Unique Wealth Strategies held 20,097 shares of Lloyds Banking Group worth $117K as of Q2 2026.
Unique Wealth Strategies sold 174 Lloyds Banking Group shares in Q2 2026, an estimated $944.
Lloyds Banking Group made up 0.04% of Unique Wealth Strategies's portfolio in Q2 2026, its #217 holding.
Unique Wealth Strategies first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.