Westside Investment Management’s Lloyds Banking Group LYG Stock Holding History

Westside Investment Management’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	$37.3K	Hold	6,406	–	–	﹤0.01%	695
2026 Q1	$33.4K	Hold	6,406	–	–	0.01%	701
2025 Q4	$34.5K	Hold	6,406	–	–	0.01%	667
2025 Q3	$29K	Buy	6,406 +3,203	+100%	+$14K	﹤0.01%	725
2025 Q2	$13.5K	Buy	+3,203	New	+$12.7K	﹤0.01%	836
2017 Q1	–	Sell	-1,437	Closed	-$4.73K	–	779
2016 Q4	$4.73K	Buy	+1,437	New	+$4.21K	﹤0.01%	520

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

Westside Investment Management's LYG Position: Q2 2026 in Review

Westside Investment Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 6,406 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Westside Investment Management first reported a position in LYG in Q4 2016 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Westside Investment Management held 6,406 shares of Lloyds Banking Group worth $37.3K as of Q2 2026.
Westside Investment Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #695 holding.
Westside Investment Management first reported a position in Lloyds Banking Group in Q4 2016 and has held it in 6 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.