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Wealth Preservation Advisors’s Lloyds Banking Group LYG Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-484
Closed -$2.56K – 1127
2025
Q4 		$2.56K Sell
484
-226
-32% -$1.09K ﹤0.01% 482
2025
Q3 		$3.22K Hold
710
– – ﹤0.01% 430
2025
Q2 		$3.02K Buy
+710
New +$2.82K ﹤0.01% 425

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Preservation Advisors's LYG Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 484 shares — an estimated $2.56K sold.

Wealth Preservation Advisors first reported a position in LYG in Q2 2025 and held it in 3 quarters. The position peaked at $3.22K in Q3 2025. 571 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 484 Lloyds Banking Group shares in Q1 2026, an estimated $2.56K.
  • Wealth Preservation Advisors first reported a position in Lloyds Banking Group in Q2 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Lloyds Banking Group position peaked at $3.22K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.