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Vident Advisory’s Lloyds Banking Group LYG Stock Holding History

Vident Advisory’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 		$2.75M Buy
472,440
+19,586
+4% +$106K 0.02% 566
2026
Q1 		$2.28M Buy
452,854
+53,546
+13% +$294K 0.02% 587
2025
Q4 		$2.12M Sell
399,308
-64,414
-14% -$312K 0.02% 562
2025
Q3 		$2.11M Buy
463,722
+2,721
+0.6% +$11.9K 0.02% 562
2025
Q2 		$1.96M Buy
461,001
+25,256
+6% +$100K 0.02% 505
2025
Q1 		$1.66M Buy
435,745
+119,876
+38% +$396K 0.02% 542
2024
Q4 		$859K Sell
315,869
-46,598
-13% -$133K 0.02% 695
2024
Q3 		$1.13M Buy
362,467
+126,644
+54% +$380K 0.03% 588
2024
Q2 		$644K Buy
235,823
+57,532
+32% +$154K 0.02% 769
2024
Q1 		$462K Buy
178,291
+22,941
+15% +$52.6K 0.01% 850
2023
Q4 		$371K Buy
155,350
+16,741
+12% +$35.9K 0.01% 907
2023
Q3 		$295K Buy
+138,609
New +$301K 0.01% 915

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

Vident Advisory's LYG Position: Q2 2026 in Review

Vident Advisory increased its Lloyds Banking Group (LYG) stake by 4.3% in Q2 2026, buying an estimated $106K and bringing the position to 472,440 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #566.

Vident Advisory first reported a position in LYG in Q3 2023 and has held it in 12 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Vident Advisory held 472,440 shares of Lloyds Banking Group worth $2.75M as of Q2 2026.
  • Vident Advisory bought 19,586 Lloyds Banking Group shares in Q2 2026, an estimated $106K.
  • Lloyds Banking Group made up 0.02% of Vident Advisory's portfolio in Q2 2026, its #566 holding.
  • Vident Advisory first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 12 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.