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Wedbush Securities’s Lloyds Banking Group LYG Stock Holding History

Wedbush Securities’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 		$101K Sell
17,241
-486
-3% -$2.63K ﹤0.01% 1273
2026
Q1 		$89K Buy
17,727
+140
+0.8% +$768 ﹤0.01% 1205
2025
Q4 		$93K Buy
17,587
+5,239
+42% +$25.4K ﹤0.01% 1175
2025
Q3 		$56K Buy
+12,348
New +$54K ﹤0.01% 1148
2024
Q3 		– Sell
-85,282
Closed -$233K – 1195
2024
Q2 		$233K Buy
85,282
+29,263
+52% +$78.5K 0.01% 992
2024
Q1 		$145K Buy
+56,019
New +$129K 0.01% 1150
2020
Q2 		– Sell
-28,094
Closed -$42K – 993
2020
Q1 		$42K Buy
28,094
+468
+2% +$1.21K 0.01% 833
2019
Q4 		$91K Buy
27,626
+796
+3% +$2.41K 0.01% 932
2019
Q3 		$71K Sell
26,830
-3,471
-11% -$9K 0.01% 918
2019
Q2 		$86K Buy
30,301
+18,705
+161% +$57.8K 0.01% 915
2019
Q1 		$37K Sell
11,596
-958
-8% -$2.93K ﹤0.01% 908
2018
Q4 		$32K Sell
12,554
-14,912
-54% -$42.4K ﹤0.01% 806
2018
Q3 		$83K Buy
27,466
+37
+0.1% +$119 0.01% 848
2018
Q2 		$91K Buy
+27,429
New +$97.5K 0.01% 816

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

Wedbush Securities's LYG Position: Q2 2026 in Review

Wedbush Securities reduced its Lloyds Banking Group (LYG) stake by 2.7% in Q2 2026, selling an estimated $2.63K and leaving 17,241 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Wedbush Securities first reported a position in LYG in Q2 2018 and has held it in 14 quarters since. The position peaked at $233K in Q2 2024. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Wedbush Securities held 17,241 shares of Lloyds Banking Group worth $101K as of Q2 2026.
  • Wedbush Securities sold 486 Lloyds Banking Group shares in Q2 2026, an estimated $2.63K.
  • Lloyds Banking Group made up ﹤0.01% of Wedbush Securities's portfolio in Q2 2026, its #1273 holding.
  • Wedbush Securities first reported a position in Lloyds Banking Group in Q2 2018 and has held it in 14 quarters since.
  • Wedbush Securities's Lloyds Banking Group position peaked at $233K in Q2 2024.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.