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 Q3	$106K	Sell	18,866 -617	-3%	-$3.7K	0.01%	564
2026 Q2	$114K	Sell	19,483 -575	-3%	-$3.12K	0.01%	566
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	$100K	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Alliance's LYG Position: Q3 2026 in Review

Wealth Alliance reduced its Lloyds Banking Group (LYG) stake by 3.2% in Q3 2026, selling an estimated $3.7K and leaving 18,866 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #564.

Wealth Alliance first reported a position in LYG in Q4 2019 and has held it in 12 quarters since. The position peaked at $473K in Q1 2025. 522 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

Wealth Alliance held 18,866 shares of Lloyds Banking Group worth $106K as of Q3 2026.
Wealth Alliance sold 617 Lloyds Banking Group shares in Q3 2026, an estimated $3.7K.
Lloyds Banking Group made up 0.01% of Wealth Alliance's portfolio in Q3 2026, its #564 holding.
Wealth Alliance first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 12 quarters since.
Wealth Alliance's Lloyds Banking Group position peaked at $473K in Q1 2025.
522 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.