Capital Asset Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Capital Asset 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
2026 Q1	$89.4K	Sell	15,909 -666	-4%	-$3.65K	﹤0.01%	299
2025 Q4	$90.2K	Sell	16,575 -81	-0.5%	-$392	﹤0.01%	287
2025 Q3	$75.6K	Buy	16,656 +9	+0.1%	+$39	﹤0.01%	282
2025 Q2	$70.4K	Buy	16,647 +17	+0.1%	+$68	﹤0.01%	271
2025 Q1	$63.9K	Hold	16,630	–	–	﹤0.01%	282
2024 Q4	$44.7K	Sell	16,630 -1,777	-10%	-$5.08K	﹤0.01%	309
2024 Q3	$56K	Buy	18,407 +42	+0.2%	+$126	﹤0.01%	317
2024 Q2	$54K	Sell	18,365 -1,486	-7%	-$3.99K	﹤0.01%	314
2024 Q1	$52.6K	Sell	19,851 -1,727	-8%	-$3.96K	﹤0.01%	314
2023 Q4	$51.6K	Sell	21,578 -16,085	-43%	-$34.4K	﹤0.01%	305
2023 Q3	$79.5K	Sell	37,663 -9,139	-20%	-$19.8K	0.01%	307
2023 Q2	$107K	Sell	46,802 -9,383	-17%	-$21.5K	0.01%	329
2023 Q1	$130K	Sell	56,185 -5,233	-9%	-$12.7K	0.01%	346
2022 Q4	$149K	Sell	61,418 -152,497	-71%	-$314K	0.01%	360
2022 Q3	$383K	Sell	213,915 -84,973	-28%	-$176K	0.05%	206
2022 Q2	$610K	Sell	298,888 -8,894	-3%	-$19.6K	0.07%	202
2022 Q1	$742K	Buy	+307,782	New	+$819K	0.08%	188
2021 Q1	–	Sell	-711	Closed	-$1K	–	1143
2020 Q4	$1K	Buy	+711	New	+$1.2K	﹤0.01%	1524

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Asset Advisory Services's LYG Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its Lloyds Banking Group (LYG) stake by 4% in Q1 2026, selling an estimated $3.65K and leaving 15,909 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Capital Asset Advisory Services first reported a position in LYG in Q4 2020 and has held it in 18 quarters since. The position peaked at $742K in Q1 2022. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Capital Asset Advisory Services held 15,909 shares of Lloyds Banking Group worth $89.4K as of Q1 2026.
Capital Asset Advisory Services sold 666 Lloyds Banking Group shares in Q1 2026, an estimated $3.65K.
Lloyds Banking Group made up ﹤0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #299 holding.
Capital Asset Advisory Services first reported a position in Lloyds Banking Group in Q4 2020 and has held it in 18 quarters since.
Capital Asset Advisory Services's Lloyds Banking Group position peaked at $742K in Q1 2022.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.