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Bard Financial Services’s Lloyds Banking Group LYG Stock Holding History

Bard Financial 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
Q3 		$7.49M Sell
1,649,635
-403,470
-20% -$1.76M 0.82% 34
2025
Q2 		$8.73M Sell
2,053,105
-215,700
-10% -$857K 1.04% 27
2025
Q1 		$8.67M Sell
2,268,805
-157,500
-6% -$521K 1.06% 25
2024
Q4 		$6.6M Buy
2,426,305
+13,500
+0.6% +$38.6K 0.79% 35
2024
Q3 		$7.53M Sell
2,412,805
-159,500
-6% -$479K 0.89% 31
2024
Q2 		$7.02M Buy
2,572,305
+35,500
+1% +$95.2K 0.73% 35
2024
Q1 		$6.57M Buy
2,536,805
+128,335
+5% +$295K 0.7% 41
2023
Q4 		$5.76M Buy
2,408,470
+44,150
+2% +$94.6K 0.65% 42
2023
Q3 		$5.04M Buy
2,364,320
+22,750
+1% +$49.3K 0.62% 44
2023
Q2 		$5.15M Buy
2,341,570
+56,300
+2% +$129K 0.39% 67
2023
Q1 		$5.3M Buy
2,285,270
+36,140
+2% +$87.5K 0.42% 64
2022
Q4 		$4.95M Buy
2,249,130
+62,000
+3% +$128K 0.42% 59
2022
Q3 		$3.92M Buy
2,187,130
+93,500
+4% +$194K 0.37% 67
2022
Q2 		$4.27M Buy
2,093,630
+202,925
+11% +$448K 0.39% 66
2022
Q1 		$4.56M Sell
1,890,705
-46,080
-2% -$123K 0.37% 66
2021
Q4 		$4.94M Sell
1,936,785
-25,790
-1% -$65.8K 0.4% 64
2021
Q3 		$4.81M Buy
1,962,575
+39,320
+2% +$96.3K 0.43% 64
2021
Q2 		$4.9M Sell
1,923,255
-21,290
-1% -$54.7K 0.44% 63
2021
Q1 		$4.51M Buy
1,944,545
+89,995
+5% +$187K 0.44% 61
2020
Q4 		$3.63M Buy
+1,854,550
New +$3.13M 0.36% 75

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bard Financial Services's LYG Position: Q3 2025 in Review

Bard Financial Services reduced its Lloyds Banking Group (LYG) stake by 20% in Q3 2025, selling an estimated $1.76M and leaving 1,649,635 shares worth $7.49M. The position accounts for 0.82% of the portfolio, ranked #34.

Bard Financial Services first reported a position in LYG in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.73M in Q2 2025. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Bard Financial Services held 1,649,635 shares of Lloyds Banking Group worth $7.49M as of Q3 2025.
  • Bard Financial Services sold 403,470 Lloyds Banking Group shares in Q3 2025, an estimated $1.76M.
  • Lloyds Banking Group made up 0.82% of Bard Financial Services's portfolio in Q3 2025, its #34 holding.
  • Bard Financial Services first reported a position in Lloyds Banking Group in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Lloyds Banking Group position peaked at $8.73M in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.