Whipplewood Advisors’s Lloyds Banking Group LYG Stock Holding History

Whipplewood Advisors’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	$2.86K	Sell	490 -1,454	-75%	-$7.88K	﹤0.01%	378
2026 Q1	$9.78K	Buy	+1,944	New	+$10.7K	0.01%	490
2025 Q3	–	Sell	-2,838	Closed	-$12.1K	–	808
2025 Q2	$12.1K	Buy	2,838 +2,836	+141,800%	+$11.3K	0.01%	535
2025 Q1	$10.8K	Sell	2 -2,836	-100%	-$9.38K	0.01%	551
2024 Q4	$7.72K	Buy	+2,838	New	+$8.11K	﹤0.01%	602

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

Whipplewood Advisors's LYG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Lloyds Banking Group (LYG) stake by 75% in Q2 2026, selling an estimated $7.88K and leaving 490 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Whipplewood Advisors first reported a position in LYG in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.1K in Q2 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Whipplewood Advisors held 490 shares of Lloyds Banking Group worth $2.86K as of Q2 2026.
Whipplewood Advisors sold 1,454 Lloyds Banking Group shares in Q2 2026, an estimated $7.88K.
Lloyds Banking Group made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #378 holding.
Whipplewood Advisors first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 5 quarters since.
Whipplewood Advisors's Lloyds Banking Group position peaked at $12.1K in Q2 2025.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.