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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vident Advisory's LYG Position: Q1 2026 in Review

Vident Advisory increased its Lloyds Banking Group (LYG) stake by 13% in Q1 2026, buying an estimated $294K and bringing the position to 452,854 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #587.

Vident Advisory first reported a position in LYG in Q3 2023 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Vident Advisory held 452,854 shares of Lloyds Banking Group worth $2.28M as of Q1 2026.
Vident Advisory bought 53,546 Lloyds Banking Group shares in Q1 2026, an estimated $294K.
Lloyds Banking Group made up 0.02% of Vident Advisory's portfolio in Q1 2026, its #587 holding.
Vident Advisory first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 11 quarters since.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.