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
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

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

Wealth Enhancement Advisory Services's LYG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Lloyds Banking Group (LYG) stake by 38% in Q2 2026, buying an estimated $269K and bringing the position to 178,949 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Wealth Enhancement Advisory Services first reported a position in LYG in Q3 2023 and has held it in 12 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 178,949 shares of Lloyds Banking Group worth $1.07M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 49,654 Lloyds Banking Group shares in Q2 2026, an estimated $269K.
  • Lloyds Banking Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2021 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 12 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.