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WealthCollab’s Lloyds Banking Group LYG Stock Holding History

WealthCollab’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 		$6.1K Hold
1,046
– – ﹤0.01% 681
2026
Q1 		$5.26K Hold
1,046
– – ﹤0.01% 674
2025
Q4 		$5.54K Hold
1,046
– – ﹤0.01% 706
2025
Q3 		$4.75K Hold
1,046
– – ﹤0.01% 682
2025
Q2 		$4.45K Hold
1,046
– – ﹤0.01% 662
2025
Q1 		$4K Hold
1,046
– – ﹤0.01% 662
2024
Q4 		$2.85K Sell
1,046
-1,400
-57% -$4K ﹤0.01% 693
2024
Q3 		$7.63K Buy
+2,446
New +$7.34K 0.01% 518

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

WealthCollab's LYG Position: Q2 2026 in Review

WealthCollab held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 1,046 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

WealthCollab first reported a position in LYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.63K in Q3 2024. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • WealthCollab held 1,046 shares of Lloyds Banking Group worth $6.1K as of Q2 2026.
  • WealthCollab left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #681 holding.
  • WealthCollab first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 8 quarters since.
  • WealthCollab's Lloyds Banking Group position peaked at $7.63K in Q3 2024.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.