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CarsonAllaria Wealth Management’s Lloyds Banking Group LYG Stock Holding History

CarsonAllaria 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
Q4 		– Sell
-34,119
Closed -$155K – 70
2025
Q3 		$155K Sell
34,119
-690
-2% -$3.02K 0.08% 69
2025
Q2 		$148K Sell
34,809
-454
-1% -$1.8K 0.08% 83
2025
Q1 		$135K Sell
35,263
-131
-0.4% -$433 0.08% 87
2024
Q4 		$96.3K Sell
35,394
-6,416
-15% -$18.3K 0.06% 104
2024
Q3 		$130K Sell
41,810
-4,426
-10% -$13.3K 0.07% 87
2024
Q2 		$126K Sell
46,236
-8,776
-16% -$23.5K 0.08% 81
2024
Q1 		$142K Sell
55,012
-8,239
-13% -$18.9K 0.09% 80
2023
Q4 		$151K Buy
63,251
+2,608
+4% +$5.59K 0.11% 74
2023
Q3 		$129K Sell
60,643
-8,732
-13% -$18.9K 0.1% 78
2023
Q2 		$153K Buy
69,375
+1,251
+2% +$2.87K 0.12% 78
2023
Q1 		$158K Sell
68,124
-640
-0.9% -$1.55K 0.13% 74
2022
Q4 		$151K Hold
68,764
– – 0.13% 73
2022
Q3 		$123K Buy
68,764
+971
+1% +$2.02K 0.11% 82
2022
Q2 		$138K Buy
67,793
+1,557
+2% +$3.44K 0.13% 81
2022
Q1 		$160K Hold
66,236
– – 0.14% 74
2021
Q4 		$169K Buy
+66,236
New +$169K 0.15% 74

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

CarsonAllaria Wealth Management's LYG Position: Q4 2025 in Review

CarsonAllaria Wealth Management sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 34,119 shares — an estimated $155K sold.

CarsonAllaria Wealth Management first reported a position in LYG in Q4 2021 and held it in 16 quarters. The position peaked at $169K in Q4 2021. 515 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • CarsonAllaria Wealth Management reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 34,119 Lloyds Banking Group shares in Q4 2025, an estimated $155K.
  • CarsonAllaria Wealth Management first reported a position in Lloyds Banking Group in Q4 2021 and held it in 16 quarters.
  • CarsonAllaria Wealth Management's Lloyds Banking Group position peaked at $169K in Q4 2021.
  • 515 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.