Aegis Wealth Management LLC LYG — LLOYDS BANKING GROUP PLC

Ownership history in Aegis Wealth Management LLC  ·  6 quarters on record

AI Ownership Summary

Aegis Wealth Management LLC reported LLOYDS BANKING GROUP PLC (LYG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q2. The latest visible filing shows LYG at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aegis Wealth Management LLC's position in LLOYDS BANKING GROUP PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LYG was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LYG stock page Aegis Wealth Management LLC fund profile Aegis Wealth Management LLC full holdings
How Aegis Wealth Management LLC held LYG — position size vs. price
% of Fund (quarterly)    LYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 66,532 -1,509 -2.2% 0.19% $335K 2026-04-23 $5.33
2025 Q4 REDUCED 25.9% -5.0% ✅ 68,041 -23,771 -25.9% 0.20% $361K 2026-01-14 $5.34
2025 Q3 REDUCED 7.2% +16.9% ❌ 91,812 -7,163 -7.2% 0.22% $417K 2025-11-06 $4.69
2025 Q2 UNCHANGED — — — 98,975 — 0% 0.23% $378K 2025-08-07 $4.24
2025 Q1 UNCHANGED — — — 98,975 — 0% 0.22% $378K 2025-05-08 $3.72
2024 Q4 INITIATED — — — 98,975 — — 0.18% $269K 2025-03-07 $3.55

🏢 Other funds also holding LYG

As of 2026 Q1 — sorted by position size

Mondrian Investment Partners LTD 3Y 7Y 3.9% Royal Palms Capital LLC 1.87% TWIN CITY PRIVATE WEALTH, LLC 1.34% Henry James International Management Inc. 3Y 7Y 1.24% Symmetry Investments LP 3Y 1.1% Beck Bode, LLC 3Y 0.96% Integrated Quantitative Investments LLC 0.83% HF Advisory Group, LLC 3Y 0.67% JCIC Asset Management Inc. 3Y 7Y 0.64% Symmetry Investments LP 3Y 0.5%

FAQ About Aegis Wealth Management LLC and LYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aegis Wealth Management LLC reported owning LYG?

Aegis Wealth Management LLC reported LYG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LYG position in Aegis Wealth Management LLC's portfolio?

The largest reported portfolio weight for LYG was 0.23% in 2025 Q2.

What is the latest reported LYG position on this page?

The most recent filing on this page is 2026 Q1, when Aegis Wealth Management LLC reported 66,532 shares, equal to 0.19% of portfolio, with an estimated market value of $335K.

What does the chart on this LYG ownership page compare?

The chart compares Aegis Wealth Management LLC's quarterly LYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aegis Wealth Management LLC time their LYG position?

Based on 13F filing dates vs. subsequent LYG price moves, Aegis Wealth Management LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LYG relative to SPY over the holding period was +17.8%.

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