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BOLTON SECURITIES CORPORATION’s Lloyds Banking Group LYG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$59.5K Buy
10,209
+4,619
+83% +$25K ﹤0.01% 1271
2026
Q1 		$28.1K Buy
+5,590
New +$30.7K ﹤0.01% 1365
2025
Q3 		$2.68K Buy
+590
New +$2.58K ﹤0.01% 1796

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 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 $1.84T AUM 33.86% 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 $59.1B AUM 41.96% 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 $348B AUM 26.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LYG Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION increased its Lloyds Banking Group (LYG) stake by 83% in Q2 2026, buying an estimated $25K and bringing the position to 10,209 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

BOLTON SECURITIES CORPORATION first reported a position in LYG in Q3 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 10,209 shares of Lloyds Banking Group worth $59.5K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION bought 4,619 Lloyds Banking Group shares in Q2 2026, an estimated $25K.
  • Lloyds Banking Group made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #1271 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.