Wealth Alliance’s Lloyds Banking Group LYG Stock Holding History

Wealth Alliance’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	$101K	Sell	20,058 -1,086	-5%	-$5.96K	0.01%	539
2025 Q4	$112K	Sell	21,144 -813	-4%	-$3.94K	0.01%	542
2025 Q3	$99.7K	Sell	21,957 -1,722	-7%	-$7.53K	0.01%	543
2025 Q2	$101K	Sell	23,679 -100,267	-81%	-$399K	0.01%	532
2025 Q1	$473K	Buy	123,946 +9,355	+8%	+$30.9K	0.06%	287
2024 Q4	$312K	Buy	114,591 +5,472	+5%	+$15.6K	0.04%	373
2024 Q3	$340K	Buy	109,119 +59,555	+120%	+$179K	0.04%	370
2024 Q2	$135K	Buy	+49,564	New	+$133K	0.02%	498
2020 Q2	–	Sell	-10,993	Closed	-$17K	–	315
2020 Q1	$17K	Sell	10,993 -30,833	-74%	-$79.5K	0.01%	231
2019 Q4	$138K	Buy	+41,826	New	+$127K	0.1%	79

Other funds holding LYG

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Alliance's LYG Position: Q1 2026 in Review

Wealth Alliance reduced its Lloyds Banking Group (LYG) stake by 5.1% in Q1 2026, selling an estimated $5.96K and leaving 20,058 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #539.

Wealth Alliance first reported a position in LYG in Q4 2019 and has held it in 10 quarters since. The position peaked at $473K in Q1 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Wealth Alliance held 20,058 shares of Lloyds Banking Group worth $101K as of Q1 2026.
Wealth Alliance sold 1,086 Lloyds Banking Group shares in Q1 2026, an estimated $5.96K.
Lloyds Banking Group made up 0.01% of Wealth Alliance's portfolio in Q1 2026, its #539 holding.
Wealth Alliance first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 10 quarters since.
Wealth Alliance's Lloyds Banking Group position peaked at $473K in Q1 2025.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.