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Blue Barn Wealth’s Lloyds Banking Group LYG Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-30,368
Closed -$138K – 108
2025
Q3 		$138K Sell
30,368
-5,047
-14% -$22.1K 0.06% 171
2025
Q2 		$151K Sell
35,415
-54,132
-60% -$215K 0.07% 156
2025
Q1 		$342K Buy
89,547
+15,386
+21% +$50.9K 0.18% 86
2024
Q4 		$202K Sell
74,161
-8,288
-10% -$23.7K 0.11% 140
2024
Q3 		$257K Buy
82,449
+26,316
+47% +$79K 0.13% 118
2024
Q2 		$153K Buy
56,133
+21,089
+60% +$56.6K 0.09% 135
2024
Q1 		$90.8K Buy
+35,044
New +$80.4K 0.05% 133

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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Blue Barn Wealth's LYG Position: Q4 2025 in Review

Blue Barn Wealth sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 30,368 shares — an estimated $138K sold.

Blue Barn Wealth first reported a position in LYG in Q1 2024 and held it in 7 quarters. The position peaked at $342K in Q1 2025. 515 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Blue Barn Wealth reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 30,368 Lloyds Banking Group shares in Q4 2025, an estimated $138K.
  • Blue Barn Wealth first reported a position in Lloyds Banking Group in Q1 2024 and held it in 7 quarters.
  • Blue Barn Wealth's Lloyds Banking Group position peaked at $342K in Q1 2025.
  • 515 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.