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United Capital Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

United Capital Financial 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
Q2 		$738K Buy
126,671
+1,841
+1% +$9.98K ﹤0.01% 936
2026
Q1 		$628K Buy
124,830
+1,867
+2% +$10.2K ﹤0.01% 958
2025
Q4 		$652K Sell
122,963
-1,947
-2% -$9.43K ﹤0.01% 870
2025
Q3 		$567K Buy
124,910
+1,393
+1% +$6.09K ﹤0.01% 826
2025
Q2 		$525K Buy
123,517
+2,153
+2% +$8.56K ﹤0.01% 764
2025
Q1 		$464K Buy
121,364
+684
+0.6% +$2.26K ﹤0.01% 769
2024
Q4 		$328K Sell
120,680
-3,385
-3% -$9.67K ﹤0.01% 857
2024
Q3 		$387K Sell
124,065
-1,462
-1% -$4.39K ﹤0.01% 793
2024
Q2 		$343K Sell
125,527
-936
-0.7% -$2.51K ﹤0.01% 803
2024
Q1 		$328K Sell
126,463
-11,902
-9% -$27.3K ﹤0.01% 854
2023
Q4 		$331K Buy
+138,365
New +$296K ﹤0.01% 836
2023
Q2 		– Sell
-14,608
Closed -$33.9K – 941
2023
Q1 		$33.9K Buy
14,608
+3,660
+33% +$8.86K ﹤0.01% 953
2022
Q4 		$24.1K Sell
10,948
-15,288
-58% -$31.5K ﹤0.01% 1028
2022
Q3 		$47K Buy
26,236
+4,756
+22% +$9.87K ﹤0.01% 1067
2022
Q2 		$44K Buy
21,480
+2,849
+15% +$6.29K ﹤0.01% 1102
2022
Q1 		$45K Buy
18,631
+336
+2% +$894 ﹤0.01% 1141
2021
Q4 		$47K Buy
18,295
+929
+5% +$2.37K ﹤0.01% 1186
2021
Q3 		$43K Sell
17,366
-4,100
-19% -$10K ﹤0.01% 1185
2021
Q2 		$55K Buy
+21,466
New +$55.1K ﹤0.01% 1203
2020
Q3 		– Sell
-50,059
Closed -$75K – 1202
2020
Q2 		$75K Sell
50,059
-2,166
-4% -$3.25K ﹤0.01% 1153
2020
Q1 		$79K Sell
52,225
-120,431
-70% -$310K ﹤0.01% 1134
2019
Q4 		$571K Buy
172,656
+122,814
+246% +$371K ﹤0.01% 950
2019
Q3 		$132K Sell
49,842
-122,160
-71% -$317K ﹤0.01% 1232
2019
Q2 		$488K Buy
172,002
+2,616
+2% +$8.09K ﹤0.01% 1057
2019
Q1 		$544K Sell
169,386
-11,363
-6% -$34.8K ﹤0.01% 955
2018
Q4 		$463K Buy
180,749
+22,549
+14% +$64.1K ﹤0.01% 945
2018
Q3 		$481K Buy
158,200
+29,387
+23% +$94.2K ﹤0.01% 983
2018
Q2 		$429K Sell
128,813
-6,744
-5% -$24K ﹤0.01% 969
2018
Q1 		$504K Buy
135,557
+21,598
+19% +$83.7K ﹤0.01% 955
2017
Q4 		$427K Buy
113,959
+2,236
+2% +$8.06K ﹤0.01% 1009
2017
Q3 		$409K Buy
111,723
+11,394
+11% +$39.7K ﹤0.01% 1022
2017
Q2 		$354K Buy
100,329
+11,053
+12% +$39.3K ﹤0.01% 1023
2017
Q1 		$304K Buy
89,276
+9,588
+12% +$32.3K ﹤0.01% 1040
2016
Q4 		$247K Buy
79,688
+447
+0.6% +$1.31K ﹤0.01% 1112
2016
Q3 		$227K Buy
79,241
+37,850
+91% +$112K ﹤0.01% 1153
2016
Q2 		$124K Sell
41,391
-6,770
-14% -$26.5K ﹤0.01% 1207
2016
Q1 		$190K Buy
48,161
+20,427
+74% +$79.1K ﹤0.01% 1133
2015
Q4 		$121K Buy
27,734
+5,674
+26% +$25.7K ﹤0.01% 1165
2015
Q3 		$101K Buy
22,060
+2,602
+13% +$13K ﹤0.01% 1208
2015
Q2 		$106K Buy
19,458
+7,997
+70% +$41.6K ﹤0.01% 1226
2015
Q1 		$55K Sell
11,461
-1,514
-12% -$7.05K ﹤0.01% 1228
2014
Q4 		$60K Sell
12,975
-946
-7% -$4.57K ﹤0.01% 1145
2014
Q3 		$70K Buy
+13,921
New +$70K ﹤0.01% 1088

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

United Capital Financial Advisors's LYG Position: Q2 2026 in Review

United Capital Financial Advisors increased its Lloyds Banking Group (LYG) stake by 1.5% in Q2 2026, buying an estimated $9.98K and bringing the position to 126,671 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

United Capital Financial Advisors first reported a position in LYG in Q3 2014 and has held it in 43 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • United Capital Financial Advisors held 126,671 shares of Lloyds Banking Group worth $738K as of Q2 2026.
  • United Capital Financial Advisors bought 1,841 Lloyds Banking Group shares in Q2 2026, an estimated $9.98K.
  • Lloyds Banking Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #936 holding.
  • United Capital Financial Advisors first reported a position in Lloyds Banking Group in Q3 2014 and has held it in 43 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.