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LYG icon

Xponance’s Lloyds Banking Group LYG Stock Holding History

Xponance’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 		$317K Buy
54,428
+28,122
+107% +$152K ﹤0.01% 1370
2026
Q1 		$132K Buy
26,306
+6,168
+31% +$33.8K ﹤0.01% 1533
2025
Q4 		$107K Buy
20,138
+2,146
+12% +$10.4K ﹤0.01% 1463
2025
Q3 		$81.7K Buy
17,992
+2,302
+15% +$10.1K ﹤0.01% 1455
2025
Q2 		$66.7K Buy
15,690
+255
+2% +$1.01K ﹤0.01% 1444
2025
Q1 		$59K Buy
15,435
+688
+5% +$2.27K ﹤0.01% 1382
2024
Q4 		$40.1K Buy
14,747
+747
+5% +$2.13K ﹤0.01% 1409
2024
Q3 		$43.7K Buy
14,000
+1,570
+13% +$4.71K ﹤0.01% 1358
2024
Q2 		$33.9K Buy
12,430
+2,267
+22% +$6.08K ﹤0.01% 1290
2024
Q1 		$26.3K Buy
10,163
+19
+0.2% +$44 ﹤0.01% 1292
2023
Q4 		$24.2K Hold
10,144
– – ﹤0.01% 1261
2023
Q3 		$21.6K Buy
+10,144
New +$22K ﹤0.01% 1232

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

Xponance's LYG Position: Q2 2026 in Review

Xponance increased its Lloyds Banking Group (LYG) stake by 107% in Q2 2026, buying an estimated $152K and bringing the position to 54,428 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Xponance first reported a position in LYG in Q3 2023 and has held it in 12 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Xponance held 54,428 shares of Lloyds Banking Group worth $317K as of Q2 2026.
  • Xponance bought 28,122 Lloyds Banking Group shares in Q2 2026, an estimated $152K.
  • Lloyds Banking Group made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1370 holding.
  • Xponance first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 12 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.