Wealth Enhancement Advisory Services
LYG icon

Wealth Enhancement Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.09M Buy
203,297
+24,348
+14% +$146K ﹤0.01% 2111
2026
Q2 		$1.07M Buy
178,949
+49,654
+38% +$269K ﹤0.01% 2021
2026
Q1 		$674K Sell
129,295
-54,166
-30% -$297K ﹤0.01% 2097
2025
Q4 		$998K Buy
183,461
+31,872
+21% +$154K ﹤0.01% 1961
2025
Q3 		$687K Buy
151,589
+27,565
+22% +$120K ﹤0.01% 2116
2025
Q2 		$516K Buy
124,024
+65,579
+112% +$261K ﹤0.01% 2204
2025
Q1 		$223K Sell
58,445
-66,780
-53% -$221K ﹤0.01% 2614
2024
Q4 		$341K Buy
125,225
+68,064
+119% +$194K ﹤0.01% 2272
2024
Q3 		$178K Sell
57,161
-1,030
-2% -$3.09K ﹤0.01% 2472
2024
Q2 		$159K Buy
58,191
+5,839
+11% +$15.7K ﹤0.01% 2337
2024
Q1 		$136K Buy
52,352
+10,865
+26% +$24.9K ﹤0.01% 2263
2023
Q4 		$99.2K Buy
41,487
+7,279
+21% +$15.6K ﹤0.01% 2172
2023
Q3 		$72.9K Buy
+34,208
New +$74.2K ﹤0.01% 2132

Other funds holding LYG

HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's LYG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Lloyds Banking Group (LYG) stake by 14% in Q3 2026, buying an estimated $146K and bringing the position to 203,297 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Wealth Enhancement Advisory Services first reported a position in LYG in Q3 2023 and has held it in 13 quarters since. 68 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 203,297 shares of Lloyds Banking Group worth $1.09M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 24,348 Lloyds Banking Group shares in Q3 2026, an estimated $146K.
  • Lloyds Banking Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2111 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 13 quarters since.
  • 68 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.