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Valeo Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Valeo 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 		$317K Buy
54,451
+8,552
+19% +$46.4K 0.01% 610
2026
Q1 		$231K Sell
45,899
-31,488
-41% -$173K 0.01% 647
2025
Q4 		$410K Buy
77,387
+706
+0.9% +$3.42K 0.01% 517
2025
Q3 		$348K Buy
76,681
+16,467
+27% +$72K 0.01% 562
2025
Q2 		$256K Buy
60,214
+3,342
+6% +$13.3K 0.01% 629
2025
Q1 		$217K Buy
56,872
+7,848
+16% +$26K 0.01% 622
2024
Q4 		$133K Hold
49,024
– – ﹤0.01% 686
2024
Q3 		$153K Buy
49,024
+51
+0.1% +$153 ﹤0.01% 665
2024
Q2 		$134K Buy
48,973
+1,838
+4% +$4.93K ﹤0.01% 626
2024
Q1 		$120K Buy
47,135
+7,264
+18% +$16.7K ﹤0.01% 625
2023
Q4 		$95.3K Sell
39,871
-12,469
-24% -$26.7K ﹤0.01% 612
2023
Q3 		$111K Sell
52,340
-2,972
-5% -$6.45K 0.01% 588
2023
Q2 		$122K Buy
55,312
+23,720
+75% +$54.4K 0.01% 565
2023
Q1 		$73.3K Buy
31,592
+700
+2% +$1.69K ﹤0.01% 583
2022
Q4 		$68K Buy
+30,892
New +$63.6K ﹤0.01% 515
2021
Q4 		– Sell
-24,131
Closed -$59K – 616
2021
Q3 		$59K Buy
24,131
+3,925
+19% +$9.62K ﹤0.01% 548
2021
Q2 		$52K Hold
20,206
– – ﹤0.01% 487
2021
Q1 		$47K Hold
20,206
– – ﹤0.01% 898
2020
Q4 		$40K Hold
20,206
– – ﹤0.01% 853
2020
Q3 		$26K Hold
20,206
– – ﹤0.01% 851
2020
Q2 		$30K Buy
20,206
+19,420
+2,471% +$29.1K ﹤0.01% 923
2020
Q1 		$1K Sell
786
-1,059
-57% -$2.73K ﹤0.01% 1678
2019
Q4 		$6K Buy
1,845
+240
+15% +$726 ﹤0.01% 1240
2019
Q3 		$4K Hold
1,605
– – ﹤0.01% 1254
2019
Q2 		$5K Hold
1,605
– – ﹤0.01% 1213
2019
Q1 		$5K Buy
1,605
+804
+100% +$2.46K ﹤0.01% 1170
2018
Q4 		$2K Sell
801
-1,335
-63% -$3.79K ﹤0.01% 1294
2018
Q3 		$6K Sell
2,136
-14,010
-87% -$44.9K ﹤0.01% 1136
2018
Q2 		$51K Sell
16,146
-2,215
-12% -$7.87K 0.01% 538
2018
Q1 		$68K Buy
18,361
+17,211
+1,497% +$66.7K 0.01% 440
2017
Q4 		$4K Buy
+1,150
New +$4.15K ﹤0.01% 1074

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

Valeo Financial Advisors's LYG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Lloyds Banking Group (LYG) stake by 19% in Q2 2026, buying an estimated $46.4K and bringing the position to 54,451 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #610.

Valeo Financial Advisors first reported a position in LYG in Q4 2017 and has held it in 31 quarters since. The position peaked at $410K in Q4 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Valeo Financial Advisors held 54,451 shares of Lloyds Banking Group worth $317K as of Q2 2026.
  • Valeo Financial Advisors bought 8,552 Lloyds Banking Group shares in Q2 2026, an estimated $46.4K.
  • Lloyds Banking Group made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #610 holding.
  • Valeo Financial Advisors first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's Lloyds Banking Group position peaked at $410K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.