Yousif Capital Management’s Lloyds Banking Group LYG Stock Holding History

Yousif Capital Management’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	$206K	Sell	35,313 -93,060	-72%	-$505K	﹤0.01%	1611
2026 Q1	$646K	Hold	128,373	–	–	0.01%	1282
2025 Q4	$706K	Sell	128,373 -36,920	-22%	-$179K	0.01%	1253
2025 Q3	$750K	Sell	165,293 -37,880	-19%	-$166K	0.01%	1250
2025 Q2	$863K	Buy	203,173 +14,205	+8%	+$56.5K	0.01%	1205
2025 Q1	$722K	Hold	188,968	–	–	0.01%	1276
2024 Q4	$514K	Sell	188,968 -56,000	-23%	-$160K	0.01%	1469
2024 Q3	$764K	Sell	244,968 -8,684	-3%	-$26.1K	0.01%	1313
2024 Q2	$692K	Sell	253,652 -11,530	-4%	-$30.9K	0.01%	1320
2024 Q1	$687K	Hold	265,182	–	–	0.01%	1371
2023 Q4	$634K	Hold	265,182	–	–	0.01%	1437
2023 Q3	$565K	Sell	265,182 -7,760	-3%	-$16.8K	0.01%	1430
2023 Q2	$600K	Sell	272,942 -13,620	-5%	-$31.2K	0.01%	1409
2023 Q1	$665K	Hold	286,562	–	–	0.01%	1347
2022 Q4	$630K	Hold	286,562	–	–	0.01%	1395
2022 Q3	$513K	Buy	286,562 +14,180	+5%	+$29.4K	0.01%	1499
2022 Q2	$556K	Sell	272,382 -2,460	-0.9%	-$5.43K	0.01%	1500
2022 Q1	$662K	Hold	274,842	–	–	0.01%	1525
2021 Q4	$701K	Buy	+274,842	New	+$701K	0.01%	1531

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Yousif Capital Management's LYG Position: Q2 2026 in Review

Yousif Capital Management reduced its Lloyds Banking Group (LYG) stake by 72% in Q2 2026, selling an estimated $505K and leaving 35,313 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Yousif Capital Management first reported a position in LYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $863K in Q2 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Yousif Capital Management held 35,313 shares of Lloyds Banking Group worth $206K as of Q2 2026.
Yousif Capital Management sold 93,060 Lloyds Banking Group shares in Q2 2026, an estimated $505K.
Lloyds Banking Group made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1611 holding.
Yousif Capital Management first reported a position in Lloyds Banking Group in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Lloyds Banking Group position peaked at $863K in Q2 2025.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.