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Vestmark Advisory Solutions’s Lloyds Banking Group LYG Stock Holding History

Vestmark Advisory Solutions’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 		$2.35M Buy
402,448
+7,698
+2% +$41.7K 0.02% 648
2026
Q1 		$1.99M Sell
394,750
-422,475
-52% -$2.32M 0.02% 627
2025
Q4 		$4.33M Buy
817,225
+352,038
+76% +$1.7M 0.06% 334
2025
Q3 		$2.11M Sell
465,187
-82,653
-15% -$361K 0.04% 392
2025
Q2 		$2.33M Sell
547,840
-298,754
-35% -$1.19M 0.03% 353
2025
Q1 		$3.23M Buy
846,594
+390,374
+86% +$1.29M 0.08% 264
2024
Q4 		$1.24M Buy
456,220
+1,613
+0.4% +$4.61K 0.04% 301
2024
Q3 		$1.42M Buy
454,607
+7,396
+2% +$22.2K 0.05% 269
2024
Q2 		$1.22M Buy
447,211
+11,213
+3% +$30.1K 0.05% 295
2024
Q1 		$1.13M Buy
435,998
+3,101
+0.7% +$7.12K 0.05% 303
2023
Q4 		$1.03M Sell
432,897
-79
-0% -$169 0.05% 283
2023
Q3 		$922K Sell
432,976
-204,850
-32% -$444K 0.07% 250
2023
Q2 		$1.4M Sell
637,826
-17,740
-3% -$40.7K 0.05% 372
2023
Q1 		$1.52M Buy
655,566
+23,983
+4% +$58K 0.07% 337
2022
Q4 		$1.39M Buy
631,583
+30,804
+5% +$63.4K 0.07% 339
2022
Q3 		$1.07M Buy
600,779
+440,675
+275% +$915K 0.06% 365
2022
Q2 		$327K Sell
160,104
-9,055
-5% -$20K 0.02% 652
2022
Q1 		$408K Buy
+169,159
New +$450K 0.02% 608
2020
Q2 		– Sell
-31,012
Closed -$47K – 550
2020
Q1 		$47K Sell
31,012
-67,108
-68% -$173K 0.01% 474
2019
Q4 		$325K Buy
98,120
+2,723
+3% +$8.24K 0.07% 226
2019
Q3 		$252K Buy
95,397
+7,360
+8% +$19.1K 0.04% 471
2019
Q2 		$250K Buy
88,037
+7,151
+9% +$22.1K 0.04% 459
2019
Q1 		$260K Buy
+80,886
New +$247K 0.05% 431

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

Vestmark Advisory Solutions's LYG Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Lloyds Banking Group (LYG) stake by 2% in Q2 2026, buying an estimated $41.7K and bringing the position to 402,448 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #648.

Vestmark Advisory Solutions first reported a position in LYG in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.33M in Q4 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Vestmark Advisory Solutions held 402,448 shares of Lloyds Banking Group worth $2.35M as of Q2 2026.
  • Vestmark Advisory Solutions bought 7,698 Lloyds Banking Group shares in Q2 2026, an estimated $41.7K.
  • Lloyds Banking Group made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #648 holding.
  • Vestmark Advisory Solutions first reported a position in Lloyds Banking Group in Q1 2019 and has held it in 23 quarters since.
  • Vestmark Advisory Solutions's Lloyds Banking Group position peaked at $4.33M in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.