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 2 fund letters report a position in it — most recently Fiduciary Management Funds in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Lloyds Banking Group on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- 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.”
Read the letterLloyds 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”
Read the letterLloyds Banking Group
Read the letters behind these Lloyds Banking Group positions
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