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Warren Street Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Warren Street Wealth Advisors’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 		$217K Buy
37,283
+18,106
+94% +$98.2K 0.05% 136
2026
Q1 		$96.5K Buy
19,177
+3,088
+19% +$16.9K 0.02% 128
2025
Q4 		$85.3K Buy
16,089
+95
+0.6% +$460 0.02% 126
2025
Q3 		$72.6K Sell
15,994
-470
-3% -$2.06K 0.02% 150
2025
Q2 		$70K Buy
16,464
+388
+2% +$1.54K 0.02% 136
2025
Q1 		$61.4K Buy
16,076
+268
+2% +$886 0.02% 111
2024
Q4 		$43K Sell
15,808
-6,657
-30% -$19K 0.02% 103
2024
Q3 		$70.1K Buy
22,465
+694
+3% +$2.08K 0.03% 108
2024
Q2 		$59.4K Buy
21,771
+1,051
+5% +$2.82K 0.03% 97
2024
Q1 		$53.7K Buy
20,720
+8,392
+68% +$19.3K 0.03% 96
2023
Q4 		$29.5K Buy
+12,328
New +$26.4K 0.02% 89

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
AA
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Warren Street Wealth Advisors's LYG Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Lloyds Banking Group (LYG) stake by 94% in Q2 2026, buying an estimated $98.2K and bringing the position to 37,283 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #136.

Warren Street Wealth Advisors first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 354 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Warren Street Wealth Advisors held 37,283 shares of Lloyds Banking Group worth $217K as of Q2 2026.
  • Warren Street Wealth Advisors bought 18,106 Lloyds Banking Group shares in Q2 2026, an estimated $98.2K.
  • Lloyds Banking Group made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Warren Street Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 354 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.