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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return