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Ascent Capital Management’s Lloyds Banking Group LYG Stock Holding History

Ascent Capital Management’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
Q3 		$46.9K Buy
10,329
+262
+3% +$1.15K 0.04% 63
2025
Q2 		$42.8K Buy
+10,067
New +$40K 0.04% 61

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ascent Capital Management's LYG Position: Q3 2025 in Review

Ascent Capital Management increased its Lloyds Banking Group (LYG) stake by 2.6% in Q3 2025, buying an estimated $1.15K and bringing the position to 10,329 shares worth $46.9K. The position accounts for 0.04% of the portfolio, ranked #63.

Ascent Capital Management first reported a position in LYG in Q2 2025 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Ascent Capital Management held 10,329 shares of Lloyds Banking Group worth $46.9K as of Q3 2025.
  • Ascent Capital Management bought 262 Lloyds Banking Group shares in Q3 2025, an estimated $1.15K.
  • Lloyds Banking Group made up 0.04% of Ascent Capital Management's portfolio in Q3 2025, its #63 holding.
  • Ascent Capital Management first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Ascent Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.