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Advisor Resource Council’s Lloyds Banking Group LYG Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-10,430
Closed -$37.2K – 411
2025
Q1 		$37.2K Buy
+10,430
New +$34.5K ﹤0.01% 575
2022
Q3 		– Sell
-30,920
Closed -$63K – 346
2022
Q2 		$63K Buy
+30,920
New +$68.2K 0.01% 513

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Advisor Resource Council's LYG Position: Q2 2025 in Review

Advisor Resource Council sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 10,430 shares — an estimated $37.2K sold.

Advisor Resource Council first reported a position in LYG in Q2 2022 and held it in 2 quarters. The position peaked at $63K in Q2 2022. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Advisor Resource Council reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 10,430 Lloyds Banking Group shares in Q2 2025, an estimated $37.2K.
  • Advisor Resource Council first reported a position in Lloyds Banking Group in Q2 2022 and held it in 2 quarters.
  • Advisor Resource Council's Lloyds Banking Group position peaked at $63K in Q2 2022.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.