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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return