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Wellington-Altus USA’s Lloyds Banking Group LYG Stock Holding History

Wellington-Altus USA’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 		$20.2K Hold
4,018
– – 0.01% 492
2026
Q1 		$23.4K Sell
4,018
-1,427
-26% -$7.83K 0.01% 488
2025
Q4 		$28.9K Buy
+5,445
New +$26.4K 0.02% 406

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

Wellington-Altus USA's LYG Position: Q2 2026 in Review

Wellington-Altus USA held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 4,018 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #492.

Wellington-Altus USA first reported a position in LYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.9K in Q4 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Wellington-Altus USA held 4,018 shares of Lloyds Banking Group worth $20.2K as of Q2 2026.
  • Wellington-Altus USA left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #492 holding.
  • Wellington-Altus USA first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Lloyds Banking Group position peaked at $28.9K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.