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Advisors Preferred’s Lloyds Banking Group LYG Stock Holding History

Advisors Preferred’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
Q4 		– Sell
-306,562
Closed -$1.39M – 279
2025
Q3 		$1.39M Buy
+306,562
New +$1.34M 0.2% 98
2024
Q4 		– Sell
-14,584
Closed -$44.6K – 250
2024
Q3 		$44.6K Sell
14,584
-49,017
-77% -$147K 0.01% 180
2024
Q2 		$177K Buy
+63,601
New +$171K 0.03% 129

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisors Preferred's LYG Position: Q4 2025 in Review

Advisors Preferred sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 306,562 shares — an estimated $1.39M sold.

Advisors Preferred first reported a position in LYG in Q2 2024 and held it in 3 quarters. The position peaked at $1.39M in Q3 2025. 515 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Advisors Preferred reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Advisors Preferred sold 306,562 Lloyds Banking Group shares in Q4 2025, an estimated $1.39M.
  • Advisors Preferred first reported a position in Lloyds Banking Group in Q2 2024 and held it in 3 quarters.
  • Advisors Preferred's Lloyds Banking Group position peaked at $1.39M in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.