Atria Wealth Solutions’s Lloyds Banking Group LYG Stock Holding History

Atria Wealth Solutions’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	$109K	Sell	25,637 -45,175	-64%	-$180K	﹤0.01%	1429
2025 Q1	$271K	Buy	70,812 +6,089	+9%	+$20.1K	﹤0.01%	1537
2024 Q4	$176K	Buy	64,723 +15,425	+31%	+$44.1K	﹤0.01%	1854
2024 Q3	$154K	Buy	49,298 +3,226	+7%	+$9.68K	﹤0.01%	1823
2024 Q2	$126K	Buy	46,072 +32,566	+241%	+$87.3K	﹤0.01%	1836
2024 Q1	$35K	Buy	13,506 +2,668	+25%	+$6.12K	﹤0.01%	1932
2023 Q4	$25.9K	Buy	+10,838	New	+$23.2K	﹤0.01%	1904

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atria Wealth Solutions's LYG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Lloyds Banking Group (LYG) stake by 64% in Q2 2025, selling an estimated $180K and leaving 25,637 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Atria Wealth Solutions first reported a position in LYG in Q4 2023 and has held it in 7 quarters since. The position peaked at $271K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

Atria Wealth Solutions held 25,637 shares of Lloyds Banking Group worth $109K as of Q2 2025.
Atria Wealth Solutions sold 45,175 Lloyds Banking Group shares in Q2 2025, an estimated $180K.
Lloyds Banking Group made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1429 holding.
Atria Wealth Solutions first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's Lloyds Banking Group position peaked at $271K in Q1 2025.
478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.