Wealthspire Advisors (New York)’s Lloyds Banking Group LYG Stock Holding History

Wealthspire Advisors (New York)’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	-22,749	Closed	-$121K	–	1035
2025 Q4	$121K	Buy	22,749 +19,448	+589%	+$94.2K	﹤0.01%	993
2025 Q3	$15K	Buy	+3,301	New	+$14.4K	﹤0.01%	1830
2023 Q1	–	Sell	-26,021	Closed	-$57.2K	–	571
2022 Q4	$57.2K	Buy	+26,021	New	+$53.5K	﹤0.01%	570
2022 Q1	–	Sell	-20,202	Closed	-$52K	–	500
2021 Q4	$52K	Sell	20,202 -1,124	-5%	-$2.87K	﹤0.01%	530
2021 Q3	$52K	Buy	+21,326	New	+$52.2K	﹤0.01%	574
2020 Q2	–	Sell	-10,802	Closed	-$16K	–	428
2020 Q1	$16K	Sell	10,802 -2,879	-21%	-$7.42K	﹤0.01%	555
2019 Q4	$45K	Buy	+13,681	New	+$41.4K	﹤0.01%	211
2019 Q1	–	Sell	-5,180	Closed	-$13K	–	483
2018 Q4	$13K	Buy	+5,180	New	+$14.7K	﹤0.01%	440

Other funds holding LYG

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s LYG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 22,749 shares — an estimated $121K sold.

Wealthspire Advisors (New York) first reported a position in LYG in Q4 2018 and held it in 8 quarters. The position peaked at $121K in Q4 2025. 572 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 22,749 Lloyds Banking Group shares in Q1 2026, an estimated $121K.
Wealthspire Advisors (New York) first reported a position in Lloyds Banking Group in Q4 2018 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Lloyds Banking Group position peaked at $121K in Q4 2025.
572 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.