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Virtue Capital Management’s Lloyds Banking Group LYG Stock Holding History

Virtue Capital 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 		$124K Sell
21,289
-1,688
-7% -$9.15K 0.02% 340
2026
Q1 		$111K Sell
22,977
-743
-3% -$4.08K 0.02% 320
2025
Q4 		$128K Buy
23,720
+22,369
+1,656% +$108K 0.02% 304
2025
Q3 		$1.04M Sell
1,351
-22,382
-94% -$97.8K 0.17% 104
2025
Q2 		$101K Sell
23,733
-3,724
-14% -$14.8K 0.02% 257
2025
Q1 		$105K Buy
27,457
+3,655
+15% +$12.1K 0.01% 456
2024
Q4 		$64.7K Sell
23,802
-373
-2% -$1.06K 0.01% 248
2024
Q3 		$75.4K Sell
24,175
-361
-1% -$1.08K 0.02% 261
2024
Q2 		$74.2K Sell
24,536
-380
-2% -$1.02K 0.01% 369
2024
Q1 		$62.6K Sell
24,916
-432
-2% -$991 0.01% 379
2023
Q4 		$60.5K Sell
25,348
-20,727
-45% -$44.4K 0.01% 356
2023
Q3 		$101K Hold
46,075
– – 0.02% 399
2023
Q2 		$101K Buy
46,075
+730
+2% +$1.67K 0.02% 395
2023
Q1 		$109K Buy
+45,345
New +$110K 0.02% 386
2022
Q4 		– Sell
-45,203
Closed -$81K – 388
2022
Q3 		$81K Sell
45,203
-52
-0.1% -$108 0.01% 254
2022
Q2 		$92K Buy
45,255
+10,136
+29% +$22.4K 0.01% 268
2022
Q1 		$85K Buy
35,119
+1,372
+4% +$3.65K 0.01% 385
2021
Q4 		$86K Buy
33,747
+11,933
+55% +$30.4K 0.01% 400
2021
Q3 		$53K Sell
21,814
-68
-0.3% -$167 0.01% 367
2021
Q2 		$56K Sell
21,882
-1,226
-5% -$3.15K 0.01% 292
2021
Q1 		$54K Sell
23,108
-2,559
-10% -$5.32K 0.01% 274
2020
Q4 		$50K Buy
25,667
+393
+2% +$662 0.01% 251
2020
Q3 		$33K Buy
25,274
+1,597
+7% +$2.24K 0.01% 237
2020
Q2 		$36K Buy
+23,677
New +$35.5K 0.01% 232
2020
Q1 		– Sell
-21,734
Closed -$72K – 136
2019
Q4 		$72K Sell
21,734
-1,497
-6% -$4.53K 0.02% 235
2019
Q3 		$61K Sell
23,231
-4,440
-16% -$11.5K 0.02% 224
2019
Q2 		$79K Sell
27,671
-2,478
-8% -$7.66K 0.03% 216
2019
Q1 		$97K Sell
30,149
-6,223
-17% -$19K 0.03% 115
2018
Q4 		$93K Buy
+36,372
New +$103K 0.04% 89

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

Virtue Capital Management's LYG Position: Q2 2026 in Review

Virtue Capital Management reduced its Lloyds Banking Group (LYG) stake by 7.3% in Q2 2026, selling an estimated $9.15K and leaving 21,289 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #340.

Virtue Capital Management first reported a position in LYG in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.04M in Q3 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Virtue Capital Management held 21,289 shares of Lloyds Banking Group worth $124K as of Q2 2026.
  • Virtue Capital Management sold 1,688 Lloyds Banking Group shares in Q2 2026, an estimated $9.15K.
  • Lloyds Banking Group made up 0.02% of Virtue Capital Management's portfolio in Q2 2026, its #340 holding.
  • Virtue Capital Management first reported a position in Lloyds Banking Group in Q4 2018 and has held it in 29 quarters since.
  • Virtue Capital Management's Lloyds Banking Group position peaked at $1.04M in Q3 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.