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

Wealth Watch 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
-106
Closed -$562 – 551
2025
Q4 		$562 Hold
106
– – ﹤0.01% 851
2025
Q3 		$481 Buy
+106
New +$463 ﹤0.01% 848

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealth Watch Advisors sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 106 shares — an estimated $562 sold.

Wealth Watch Advisors first reported a position in LYG in Q3 2025 and held it in 2 quarters. The position peaked at $562 in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Wealth Watch Advisors reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 106 Lloyds Banking Group shares in Q1 2026, an estimated $562.
  • Wealth Watch Advisors first reported a position in Lloyds Banking Group in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's Lloyds Banking Group position peaked at $562 in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

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