V-Square Quantitative Management’s Lloyds Banking Group LYG Stock Holding History

V-Square Quantitative Management’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 Q3	$136K	Sell	24,102 -1,050	-4%	-$6.29K	0.01%	529
2026 Q2	$147K	Buy	25,152 +2,624	+12%	+$14.2K	0.01%	526
2026 Q1	$113K	Buy	22,528 +7,928	+54%	+$43.5K	0.01%	538
2025 Q4	$77.4K	Buy	14,600 +4,139	+40%	+$20K	0.01%	544
2025 Q3	$47.5K	Buy	10,461 +3,674	+54%	+$16.1K	0.01%	177
2025 Q2	$28.8K	Buy	+6,787	New	+$27K	﹤0.01%	569

Other funds holding LYG

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

V-Square Quantitative Management's LYG Position: Q3 2026 in Review

V-Square Quantitative Management reduced its Lloyds Banking Group (LYG) stake by 4.2% in Q3 2026, selling an estimated $6.29K and leaving 24,102 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #529.

V-Square Quantitative Management first reported a position in LYG in Q2 2025 and has held it in 6 quarters since. The position peaked at $147K in Q2 2026. 122 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

V-Square Quantitative Management held 24,102 shares of Lloyds Banking Group worth $136K as of Q3 2026.
V-Square Quantitative Management sold 1,050 Lloyds Banking Group shares in Q3 2026, an estimated $6.29K.
Lloyds Banking Group made up 0.01% of V-Square Quantitative Management's portfolio in Q3 2026, its #529 holding.
V-Square Quantitative Management first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 6 quarters since.
V-Square Quantitative Management's Lloyds Banking Group position peaked at $147K in Q2 2026.
122 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.