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Baker Tilly Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Baker Tilly Wealth 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
Q2 		– Sell
-40,458
Closed -$155K – 242
2025
Q1 		$155K Buy
40,458
+2,410
+6% +$7.97K 0.06% 234
2024
Q4 		$103K Sell
38,048
-441
-1% -$1.26K 0.04% 236
2024
Q3 		$120K Buy
38,489
+18,092
+89% +$54.3K 0.05% 232
2024
Q2 		$55.7K Buy
+20,397
New +$54.7K 0.02% 276
2022
Q4 		– Sell
-11,825
Closed -$21K – 554
2022
Q3 		$21K Sell
11,825
-516
-4% -$1.07K ﹤0.01% 506
2022
Q2 		$25K Buy
12,341
+113
+0.9% +$249 ﹤0.01% 490
2022
Q1 		$29K Sell
12,228
-8,188
-40% -$21.8K ﹤0.01% 517
2021
Q4 		$52K Buy
20,416
+2,495
+14% +$6.36K 0.01% 524
2021
Q3 		$44K Sell
17,921
-6,825
-28% -$16.7K 0.01% 500
2021
Q2 		$63K Buy
24,746
+13,283
+116% +$34.1K 0.01% 490
2021
Q1 		$27K Hold
11,463
– – 0.01% 461
2020
Q4 		$22K Buy
+11,463
New +$19.3K 0.01% 337

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $72.6B AUM 54.88% 1-Year Est. Return

Baker Tilly Wealth Management's LYG Position: Q2 2025 in Review

Baker Tilly Wealth Management sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 40,458 shares — an estimated $155K sold.

Baker Tilly Wealth Management first reported a position in LYG in Q4 2020 and held it in 12 quarters. The position peaked at $155K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Baker Tilly Wealth Management reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 40,458 Lloyds Banking Group shares in Q2 2025, an estimated $155K.
  • Baker Tilly Wealth Management first reported a position in Lloyds Banking Group in Q4 2020 and held it in 12 quarters.
  • Baker Tilly Wealth Management's Lloyds Banking Group position peaked at $155K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.