WPG Advisers’s Lloyds Banking Group LYG Stock Holding History

WPG Advisers’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	$1.3K	Hold	223	–	–	﹤0.01%	1283
2026 Q1	$1.12K	Hold	223	–	–	﹤0.01%	1234
2025 Q4	$1.18K	Hold	223	–	–	﹤0.01%	1267
2025 Q3	$1.01K	Hold	223	–	–	﹤0.01%	1280
2025 Q2	$948	Hold	223	–	–	﹤0.01%	1279
2025 Q1	$852	Hold	223	–	–	﹤0.01%	1292
2024 Q4	$607	Buy	+223	New	+$637	﹤0.01%	1310

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WPG Advisers's LYG Position: Q2 2026 in Review

WPG Advisers held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 223 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

WPG Advisers first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. 354 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

WPG Advisers held 223 shares of Lloyds Banking Group worth $1.3K as of Q2 2026.
WPG Advisers left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1283 holding.
WPG Advisers first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
354 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.