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 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	$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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Alliance's LYG Position: Q2 2026 in Review

Wealth Alliance reduced its Lloyds Banking Group (LYG) stake by 2.9% in Q2 2026, selling an estimated $3.12K and leaving 19,483 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #566.

Wealth Alliance first reported a position in LYG in Q4 2019 and has held it in 11 quarters since. The position peaked at $473K in Q1 2025. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Wealth Alliance held 19,483 shares of Lloyds Banking Group worth $114K as of Q2 2026.
Wealth Alliance sold 575 Lloyds Banking Group shares in Q2 2026, an estimated $3.12K.
Lloyds Banking Group made up 0.01% of Wealth Alliance's portfolio in Q2 2026, its #566 holding.
Wealth Alliance first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 11 quarters since.
Wealth Alliance's Lloyds Banking Group position peaked at $473K in Q1 2025.
613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.