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Venturi Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Venturi Wealth 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
Q2 		$193K Buy
33,090
+2,537
+8% +$13.8K 0.01% 612
2026
Q1 		$154K Buy
+30,553
New +$168K 0.01% 588

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

Venturi Wealth Management's LYG Position: Q2 2026 in Review

Venturi Wealth Management increased its Lloyds Banking Group (LYG) stake by 8.3% in Q2 2026, buying an estimated $13.8K and bringing the position to 33,090 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #612.

Venturi Wealth Management first reported a position in LYG in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Venturi Wealth Management held 33,090 shares of Lloyds Banking Group worth $193K as of Q2 2026.
  • Venturi Wealth Management bought 2,537 Lloyds Banking Group shares in Q2 2026, an estimated $13.8K.
  • Lloyds Banking Group made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #612 holding.
  • Venturi Wealth Management first reported a position in Lloyds Banking Group in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.