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Cerro Pacific Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Cerro Pacific Wealth Advisors’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
Q2 		– Sell
-13,297
Closed -$36.2K – 169
2025
Q1 		$36.2K Sell
13,297
-131
-1% -$433 0.01% 163
2024
Q4 		$41.9K Buy
+13,428
New +$38.3K 0.01% 162

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cerro Pacific Wealth Advisors's LYG Position: Q2 2025 in Review

Cerro Pacific Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 13,297 shares — an estimated $36.2K sold.

Cerro Pacific Wealth Advisors first reported a position in LYG in Q4 2024 and held it in 2 quarters. The position peaked at $41.9K in Q4 2024. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Cerro Pacific Wealth Advisors reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 13,297 Lloyds Banking Group shares in Q2 2025, an estimated $36.2K.
  • Cerro Pacific Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2024 and held it in 2 quarters.
  • Cerro Pacific Wealth Advisors's Lloyds Banking Group position peaked at $41.9K in Q4 2024.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.