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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 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. 171 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.
  • 171 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.