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 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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wedbush Securities's LYG Position: Q1 2026 in Review

Wedbush Securities increased its Lloyds Banking Group (LYG) stake by 0.8% in Q1 2026, buying an estimated $768 and bringing the position to 17,727 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Wedbush Securities first reported a position in LYG in Q2 2018 and has held it in 13 quarters since. The position peaked at $233K in Q2 2024. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Wedbush Securities held 17,727 shares of Lloyds Banking Group worth $89K as of Q1 2026.
Wedbush Securities bought 140 Lloyds Banking Group shares in Q1 2026, an estimated $768.
Lloyds Banking Group made up ﹤0.01% of Wedbush Securities's portfolio in Q1 2026, its #1205 holding.
Wedbush Securities first reported a position in Lloyds Banking Group in Q2 2018 and has held it in 13 quarters since.
Wedbush Securities's Lloyds Banking Group position peaked at $233K in Q2 2024.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.