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Ameritas Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Ameritas Advisory Services’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
-665
Closed -$3.02K – 1632
2025
Q3 		$3.02K Sell
665
-8,273
-93% -$36.2K ﹤0.01% 1928
2025
Q2 		$38K Buy
+8,938
New +$35.5K ﹤0.01% 1434
2023
Q2 		– Sell
-599
Closed -$1.41K – 1713
2023
Q1 		$1.41K Buy
+599
New +$1.45K ﹤0.01% 2484

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

Ameritas Advisory Services's LYG Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 665 shares — an estimated $3.02K sold.

Ameritas Advisory Services first reported a position in LYG in Q1 2023 and held it in 3 quarters. The position peaked at $38K in Q2 2025. 516 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 665 Lloyds Banking Group shares in Q4 2025, an estimated $3.02K.
  • Ameritas Advisory Services first reported a position in Lloyds Banking Group in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Lloyds Banking Group position peaked at $38K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.