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West Family Investments’s Lloyds Banking Group LYG Stock Holding History

West Family Investments’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 		$273K Buy
46,798
+1,417
+3% +$7.68K 0.08% 357
2026
Q1 		$228K Sell
45,381
-3,353
-7% -$18.4K 0.08% 222
2025
Q4 		$258K Hold
48,734
– – 0.06% 281
2025
Q3 		$221K Buy
48,734
+659
+1% +$2.88K 0.05% 332
2025
Q2 		$204K Buy
48,075
+2,685
+6% +$10.7K 0.05% 338
2025
Q1 		$173K Buy
45,390
+22,074
+95% +$73K 0.07% 254
2024
Q4 		$63.4K Sell
23,316
-659
-3% -$1.88K 0.02% 284
2024
Q3 		$74.8K Buy
23,975
+2,694
+13% +$8.08K 0.03% 292
2024
Q2 		$58.1K Hold
21,281
– – 0.02% 249
2024
Q1 		$55.1K Buy
21,281
+659
+3% +$1.51K 0.02% 259
2023
Q4 		$49.3K Buy
20,622
+2,529
+14% +$5.42K 0.02% 235
2023
Q3 		$38.5K Hold
18,093
– – 0.01% 226
2023
Q2 		$39.8K Hold
18,093
– – 0.02% 235
2023
Q1 		$42K Hold
18,093
– – 0.02% 195
2022
Q4 		$39.8K Sell
18,093
-4,197
-19% -$8.63K 0.01% 234
2022
Q3 		$40K Buy
22,290
+4,197
+23% +$8.71K 0.02% 220
2022
Q2 		$37K Sell
18,093
-63,662
-78% -$140K 0.01% 225
2022
Q1 		$197K Buy
81,755
+5,124
+7% +$13.6K 0.06% 274
2021
Q4 		$195K Sell
76,631
-10,865
-12% -$27.7K 0.05% 305
2021
Q3 		$214K Sell
87,496
-187
-0.2% -$458 0.06% 297
2021
Q2 		$224K Buy
+87,683
New +$225K 0.06% 297

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

West Family Investments's LYG Position: Q2 2026 in Review

West Family Investments increased its Lloyds Banking Group (LYG) stake by 3.1% in Q2 2026, buying an estimated $7.68K and bringing the position to 46,798 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #357.

West Family Investments first reported a position in LYG in Q2 2021 and has held it in 21 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • West Family Investments held 46,798 shares of Lloyds Banking Group worth $273K as of Q2 2026.
  • West Family Investments bought 1,417 Lloyds Banking Group shares in Q2 2026, an estimated $7.68K.
  • Lloyds Banking Group made up 0.08% of West Family Investments's portfolio in Q2 2026, its #357 holding.
  • West Family Investments first reported a position in Lloyds Banking Group in Q2 2021 and has held it in 21 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.