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

Voleon 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
Q1 		$575K Buy
+114,375
New +$627K 0.01% 544
2025
Q4 		– Sell
-85,798
Closed -$390K – 941
2025
Q3 		$390K Buy
+85,798
New +$375K 0.01% 650

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Voleon Capital Management's LYG Position: Q1 2026 in Review

Voleon Capital Management opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 114,375 shares worth $575K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Voleon Capital Management previously reported a position in LYG as recently as Q3 2025.

Voleon Capital Management first reported a position in LYG in Q3 2025 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Voleon Capital Management held 114,375 shares of Lloyds Banking Group worth $575K as of Q1 2026.
  • Lloyds Banking Group was a new Voleon Capital Management position in Q1 2026.
  • Lloyds Banking Group made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #544 holding.
  • Voleon Capital Management first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.