RAFFA WEALTH MANAGEMENT, LLC’s Lloyds Banking Group LYG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$14.8K	Buy	2,537 +196	+8%	+$1.06K	﹤0.01%	346
2026 Q1	$11.8K	Sell	2,341 -120	-5%	-$658	﹤0.01%	357
2025 Q4	$13K	Hold	2,461	–	–	﹤0.01%	327
2025 Q3	$11.2K	Hold	2,461	–	–	﹤0.01%	338
2025 Q2	$10.5K	Hold	2,461	–	–	﹤0.01%	363
2025 Q1	$9.4K	Sell	2,461 -251	-9%	-$830	﹤0.01%	326
2024 Q4	$7.38K	Hold	2,712	–	–	﹤0.01%	373
2024 Q3	$8.46K	Hold	2,712	–	–	﹤0.01%	335
2024 Q2	$7.4K	Hold	2,712	–	–	﹤0.01%	490
2024 Q1	$7.02K	Hold	2,712	–	–	﹤0.01%	471
2023 Q4	$6.48K	Hold	2,712	–	–	﹤0.01%	355
2023 Q3	$5.78K	Hold	2,712	–	–	﹤0.01%	358
2023 Q2	$5.97K	Hold	2,712	–	–	﹤0.01%	358
2023 Q1	$6.29K	Hold	2,712	–	–	﹤0.01%	363
2022 Q4	$5.97K	Hold	2,712	–	–	﹤0.01%	357
2022 Q3	$4.85K	Hold	2,712	–	–	﹤0.01%	394
2022 Q2	$5.53K	Hold	2,712	–	–	﹤0.01%	368
2022 Q1	$6.54K	Buy	2,712 +490	+22%	+$1.3K	﹤0.01%	355
2021 Q4	$5.67K	Hold	2,222	–	–	﹤0.01%	404
2021 Q3	$5.44K	Hold	2,222	–	–	﹤0.01%	359
2021 Q2	$5.67K	Buy	2,222 +194	+10%	+$498	﹤0.01%	355
2021 Q1	$4.71K	Buy	2,028 +380	+23%	+$789	﹤0.01%	415
2020 Q4	$3.23K	Buy	1,648 +756	+85%	+$1.27K	﹤0.01%	441
2020 Q3	$1.16K	Hold	892	–	–	﹤0.01%	626
2020 Q2	$1.34K	Buy	892 +240	+37%	+$360	﹤0.01%	577
2020 Q1	$985	Buy	+652	New	+$1.68K	﹤0.01%	598
2017 Q1	–	Sell	-623	Closed	-$1.93K	–	647
2016 Q4	$1.93K	Buy	623 +27	+5%	+$79	﹤0.01%	287
2016 Q3	$1.71K	Hold	596	–	–	﹤0.01%	299
2016 Q2	$1.77K	Buy	596 +19	+3%	+$74	﹤0.01%	283
2016 Q1	$2.28K	Hold	577	–	–	﹤0.01%	264
2015 Q4	$2.52K	Hold	577	–	–	﹤0.01%	250
2015 Q3	$2.65K	Hold	577	–	–	﹤0.01%	256
2015 Q2	$3.13K	Hold	577	–	–	﹤0.01%	237
2015 Q1	$2.69K	Buy	577 +379	+191%	+$1.77K	﹤0.01%	240
2014 Q4	$919	Hold	198	–	–	﹤0.01%	378
2014 Q3	$998	Buy	+198	New	+$996	﹤0.01%	345
2014 Q1	–	Sell	-198	Closed	-$919	–	526
2013 Q4	$919	Buy	+198	New	+$993	﹤0.01%	378

Other funds holding LYG

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LYG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Lloyds Banking Group (LYG) stake by 8.4% in Q2 2026, buying an estimated $1.06K and bringing the position to 2,537 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LYG in Q4 2013 and has held it in 37 quarters since. 208 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 2,537 shares of Lloyds Banking Group worth $14.8K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 196 Lloyds Banking Group shares in Q2 2026, an estimated $1.06K.
Lloyds Banking Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #346 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Lloyds Banking Group in Q4 2013 and has held it in 37 quarters since.
208 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.