AAS
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Avantax Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Avantax 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
Q2 		$2.85M Sell
670,415
-48,814
-7% -$194K 0.02% 642
2025
Q1 		$2.75M Buy
719,229
+87,102
+14% +$288K 0.02% 612
2024
Q4 		$1.72M Buy
632,127
+24,392
+4% +$69.7K 0.01% 784
2024
Q3 		$1.9M Buy
607,735
+135,009
+29% +$405K 0.01% 724
2024
Q2 		$1.29M Buy
472,726
+180,056
+62% +$483K 0.01% 853
2024
Q1 		$758K Buy
292,670
+96,299
+49% +$221K 0.01% 862
2023
Q4 		$469K Buy
196,371
+117,919
+150% +$253K ﹤0.01% 1022
2023
Q3 		$167K Buy
78,452
+45,050
+135% +$97.7K ﹤0.01% 1448
2023
Q2 		$73.5K Sell
33,402
-2,915
-8% -$6.68K ﹤0.01% 1461
2023
Q1 		$84.3K Sell
36,317
-5,478
-13% -$13.3K ﹤0.01% 1429
2022
Q4 		$91.9K Buy
41,795
+404
+1% +$831 ﹤0.01% 1368
2022
Q3 		$74K Sell
41,391
-438
-1% -$909 ﹤0.01% 1283
2022
Q2 		$85K Sell
41,829
-1,846
-4% -$4.07K ﹤0.01% 1258
2022
Q1 		$105K Buy
43,675
+16,110
+58% +$42.8K ﹤0.01% 1237
2021
Q4 		$70K Buy
27,565
+16,790
+156% +$42.8K ﹤0.01% 1224
2021
Q3 		$26K Buy
+10,775
New +$26.4K ﹤0.01% 1168
2020
Q4 		– Sell
-23,106
Closed -$29K – 1172
2020
Q3 		$29K Buy
+23,106
New +$32.4K ﹤0.01% 1352

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 $871B 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

Avantax Advisory Services's LYG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Lloyds Banking Group (LYG) stake by 6.8% in Q2 2025, selling an estimated $194K and leaving 670,415 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #642.

Avantax Advisory Services first reported a position in LYG in Q3 2020 and has held it in 17 quarters since. 477 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Avantax Advisory Services held 670,415 shares of Lloyds Banking Group worth $2.85M as of Q2 2025.
  • Avantax Advisory Services sold 48,814 Lloyds Banking Group shares in Q2 2025, an estimated $194K.
  • Lloyds Banking Group made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #642 holding.
  • Avantax Advisory Services first reported a position in Lloyds Banking Group in Q3 2020 and has held it in 17 quarters since.
  • 477 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.