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Planning Strategies Inc.’s Lloyds Banking Group LYG Stock Holding History

Planning Strategies Inc.’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 		$11.9K Buy
+2,045
New +$11.1K 0.01% 304

Other funds holding LYG

AA
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Planning Strategies Inc.'s LYG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 2,045 shares worth $11.9K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings.

219 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Planning Strategies Inc. held 2,045 shares of Lloyds Banking Group worth $11.9K as of Q2 2026.
  • Lloyds Banking Group was a new Planning Strategies Inc. position in Q2 2026.
  • Lloyds Banking Group made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #304 holding.
  • 219 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.