Wedmont Private Capital’s Lloyds Banking Group LYG Stock Holding History

Wedmont Private Capital’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	$168K	Sell	27,983 -5,422	-16%	-$29.4K	﹤0.01%	932
2026 Q1	$185K	Buy	33,405 +1,141	+4%	+$6.26K	0.01%	815
2025 Q4	$173K	Buy	32,264 +1,816	+6%	+$8.79K	0.01%	791
2025 Q3	$138K	Buy	30,448 +171	+0.6%	+$748	0.01%	777
2025 Q2	$126K	Buy	30,277 +486	+2%	+$1.93K	0.01%	728
2025 Q1	$107K	Sell	29,791 -838	-3%	-$2.77K	0.01%	686
2024 Q4	$79K	Buy	30,629 +1,561	+5%	+$4.46K	﹤0.01%	694
2024 Q3	$89.2K	Buy	29,068 +4,674	+19%	+$14K	0.01%	658
2024 Q2	$73.7K	Buy	24,394 +5,336	+28%	+$14.3K	﹤0.01%	638
2024 Q1	$50.5K	Buy	19,058 +1,514	+9%	+$3.47K	﹤0.01%	600
2023 Q4	$42.8K	Buy	+17,544	New	+$37.6K	﹤0.01%	563

Other funds holding LYG

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wedmont Private Capital's LYG Position: Q2 2026 in Review

Wedmont Private Capital reduced its Lloyds Banking Group (LYG) stake by 16% in Q2 2026, selling an estimated $29.4K and leaving 27,983 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Wedmont Private Capital first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $185K in Q1 2026. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Wedmont Private Capital held 27,983 shares of Lloyds Banking Group worth $168K as of Q2 2026.
Wedmont Private Capital sold 5,422 Lloyds Banking Group shares in Q2 2026, an estimated $29.4K.
Lloyds Banking Group made up ﹤0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #932 holding.
Wedmont Private Capital first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
Wedmont Private Capital's Lloyds Banking Group position peaked at $185K in Q1 2026.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.