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World Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

World Investment 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 		$251K Buy
49,466
+411
+0.8% +$2.23K ﹤0.01% 1327
2026
Q1 		$247K Buy
49,055
+14,806
+43% +$81.2K ﹤0.01% 1368
2025
Q4 		$182K Buy
34,249
+5,974
+21% +$28.9K ﹤0.01% 1406
2025
Q3 		$128K Buy
28,275
+1,881
+7% +$8.22K ﹤0.01% 1204
2025
Q2 		$112K Buy
26,394
+1,000
+4% +$3.98K ﹤0.01% 1111
2025
Q1 		$97K Buy
25,394
+3,197
+14% +$10.6K ﹤0.01% 1037
2024
Q4 		$60.4K Buy
22,197
+1,782
+9% +$5.09K ﹤0.01% 992
2024
Q3 		$63.7K Buy
+20,415
New +$61.3K ﹤0.01% 892

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

World Investment Advisors's LYG Position: Q2 2026 in Review

World Investment Advisors increased its Lloyds Banking Group (LYG) stake by 0.84% in Q2 2026, buying an estimated $2.23K and bringing the position to 49,466 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

World Investment Advisors first reported a position in LYG in Q3 2024 and has held it in 8 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • World Investment Advisors held 49,466 shares of Lloyds Banking Group worth $251K as of Q2 2026.
  • World Investment Advisors bought 411 Lloyds Banking Group shares in Q2 2026, an estimated $2.23K.
  • Lloyds Banking Group made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1327 holding.
  • World Investment Advisors first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 8 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.