What smart money is saying about Lloyds Banking Group
LYG
No fund has written a full thesis on Lloyds Banking Group in our archive, but 3 fund letters report a position in it — most recently Fiduciary Management Funds in June 2026.
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3
Reported positions
1
Bought
1
Sold
3
Letters
Position history
Between Q2 2025 and Q2 2026, 3 fund letters reported a position in Lloyds Banking Group — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
| Q2 2025 | 1 | 0 | 1 | 0 |
Fund activity · 3 positions · 2 moves
- June 2026
“While opportunities will exist across every company we own, there are some notable examples that include Accenture (featured in our March shareholder letter), Booking Holdings (March letter), Schwab, Capital One (featured below), PNC, Huron Consulting (March letter), FTI Consulting (featured below), Lloyds, and Houlihan Lokey.”
Lloyds Banking Group - June 2026
“Trading Activity Trading activity over the quarter centred on selective primary market participation and relative value switches. In financials, we switched into a new Lloyds Tier 2 bond where valuation was attractive versus our existing subordinated exposure, participated in a new issue from”
Lloyds Banking Group - June 2025
“l We eliminated the following position(s) during the period: • Allianz • Anheuser-Busch InBev • Fiserv • Lloyds Banking Group • TIS Inc”
Lloyds Banking Group
Read the letters behind these Lloyds Banking Group positions
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