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Callan Capital’s Lloyds Banking Group LYG Stock Holding History

Callan Capital’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
Q1 		$360K Buy
94,353
+19,080
+25% +$63.1K 0.03% 255
2024
Q4 		$205K Sell
75,273
-22,071
-23% -$63K 0.02% 319
2024
Q3 		$304K Buy
97,344
+11,022
+13% +$33.1K 0.02% 259
2024
Q2 		$236K Buy
86,322
+34,404
+66% +$92.3K 0.02% 278
2024
Q1 		$134K Buy
51,918
+11,391
+28% +$26.1K 0.01% 286
2023
Q4 		$96.9K Buy
40,527
+29,136
+256% +$62.4K 0.01% 225
2023
Q3 		$24.3K Buy
+11,391
New +$24.7K ﹤0.01% 202

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Callan Capital's LYG Position: Q1 2025 in Review

Callan Capital increased its Lloyds Banking Group (LYG) stake by 25% in Q1 2025, buying an estimated $63.1K and bringing the position to 94,353 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #255.

Callan Capital first reported a position in LYG in Q3 2023 and has held it in 7 quarters since. 454 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • Callan Capital held 94,353 shares of Lloyds Banking Group worth $360K as of Q1 2025.
  • Callan Capital bought 19,080 Lloyds Banking Group shares in Q1 2025, an estimated $63.1K.
  • Lloyds Banking Group made up 0.03% of Callan Capital's portfolio in Q1 2025, its #255 holding.
  • Callan Capital first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 7 quarters since.
  • 454 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.