Wilmington Savings Fund Society’s Lloyds Banking Group LYG Stock Holding History

Wilmington Savings Fund Society’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	$6.9K	Hold	1,184	–	–	﹤0.01%	1231
2026 Q1	$5.96K	Sell	1,184 -139	-11%	-$763	﹤0.01%	1254
2025 Q4	$7.01K	Sell	1,323 -134	-9%	-$649	﹤0.01%	1219
2025 Q3	$6.62K	Sell	1,457 -54,245	-97%	-$237K	﹤0.01%	1213
2025 Q2	$237K	Sell	55,702 -6,272	-10%	-$24.9K	﹤0.01%	769
2025 Q1	$237K	Sell	61,974 -21,547	-26%	-$71.3K	﹤0.01%	761
2024 Q4	$227K	Sell	83,521 -391	-0.5%	-$1.12K	﹤0.01%	790
2024 Q3	$262K	Buy	+83,912	New	+$252K	﹤0.01%	736

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

Wilmington Savings Fund Society's LYG Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 1,184 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Wilmington Savings Fund Society first reported a position in LYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $262K in Q3 2024. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Wilmington Savings Fund Society held 1,184 shares of Lloyds Banking Group worth $6.9K as of Q2 2026.
Wilmington Savings Fund Society left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1231 holding.
Wilmington Savings Fund Society first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Lloyds Banking Group position peaked at $262K in Q3 2024.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.