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Waverly Advisors’s Lloyds Banking Group LYG Stock Holding History

Waverly 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 		$86.5K Buy
14,833
+2,410
+19% +$13.1K ﹤0.01% 1689
2026
Q1 		$62.5K Buy
12,423
+2,138
+21% +$11.7K ﹤0.01% 1559
2025
Q4 		$54.5K Buy
+10,285
New +$49.8K ﹤0.01% 1444
2015
Q4 		– Sell
-712
Closed -$3K – 283
2015
Q3 		$3K Hold
712
– – ﹤0.01% 400
2015
Q2 		$4K Buy
+712
New +$3.71K ﹤0.01% 318
2014
Q1 		– Sell
-712
Closed -$4K – 786
2013
Q4 		$4K Hold
712
– – ﹤0.01% 709
2013
Q3 		$3K Buy
+712
New +$3.21K ﹤0.01% 526

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

Waverly Advisors's LYG Position: Q2 2026 in Review

Waverly Advisors increased its Lloyds Banking Group (LYG) stake by 19% in Q2 2026, buying an estimated $13.1K and bringing the position to 14,833 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Waverly Advisors first reported a position in LYG in Q3 2013 and has held it in 7 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Waverly Advisors held 14,833 shares of Lloyds Banking Group worth $86.5K as of Q2 2026.
  • Waverly Advisors bought 2,410 Lloyds Banking Group shares in Q2 2026, an estimated $13.1K.
  • Lloyds Banking Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1689 holding.
  • Waverly Advisors first reported a position in Lloyds Banking Group in Q3 2013 and has held it in 7 quarters since.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.