Zacks Investment Management’s Lloyds Banking Group LYG Stock Holding History

Zacks Investment 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 Q1	$67.3K	Buy	13,387 +1,212	+10%	+$6.65K	﹤0.01%	695
2025 Q4	$64.5K	Sell	12,175 -48	-0.4%	-$232	﹤0.01%	715
2025 Q3	$55.5K	Buy	12,223 +1,880	+18%	+$8.22K	﹤0.01%	731
2025 Q2	$44K	Buy	+10,343	New	+$41.1K	﹤0.01%	683
2023 Q3	–	Sell	-13,902	Closed	-$30.6K	–	670
2023 Q2	$30.6K	Buy	13,902 +10	+0.1%	+$23	﹤0.01%	630
2023 Q1	$32.2K	Hold	13,892	–	–	﹤0.01%	618
2022 Q4	$30.6K	Buy	13,892 +807	+6%	+$1.66K	﹤0.01%	591
2022 Q3	$23K	Buy	13,085 +4	+0%	+$8	﹤0.01%	572
2022 Q2	$27K	Buy	13,081 +244	+2%	+$538	﹤0.01%	561
2022 Q1	$31K	Hold	12,837	–	–	﹤0.01%	584
2021 Q4	$33K	Hold	12,837	–	–	﹤0.01%	597
2021 Q3	$31K	Hold	12,837	–	–	﹤0.01%	594
2021 Q2	$33K	Hold	12,837	–	–	﹤0.01%	569
2021 Q1	$30K	Hold	12,837	–	–	﹤0.01%	493
2020 Q4	$25K	Hold	12,837	–	–	﹤0.01%	514
2020 Q3	$17K	Hold	12,837	–	–	﹤0.01%	497
2020 Q2	$19K	Hold	12,837	–	–	﹤0.01%	496
2020 Q1	$19K	Sell	12,837 -88	-0.7%	-$227	﹤0.01%	490
2019 Q4	$43K	Buy	+12,925	New	+$39.1K	﹤0.01%	527

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zacks Investment Management's LYG Position: Q1 2026 in Review

Zacks Investment Management increased its Lloyds Banking Group (LYG) stake by 10% in Q1 2026, buying an estimated $6.65K and bringing the position to 13,387 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Zacks Investment Management first reported a position in LYG in Q4 2019 and has held it in 19 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Zacks Investment Management held 13,387 shares of Lloyds Banking Group worth $67.3K as of Q1 2026.
Zacks Investment Management bought 1,212 Lloyds Banking Group shares in Q1 2026, an estimated $6.65K.
Lloyds Banking Group made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #695 holding.
Zacks Investment Management first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 19 quarters since.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.