Charles Schwab
LYG icon

Charles Schwab’s Lloyds Banking Group LYG Stock Holding History

Charles Schwab’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 		$12.6M Buy
2,505,956
+225,706
+10% +$1.24M ﹤0.01% 1994
2025
Q4 		$12.1M Buy
2,280,250
+298,140
+15% +$1.44M ﹤0.01% 2040
2025
Q3 		$9M Buy
1,982,110
+320,906
+19% +$1.4M ﹤0.01% 2162
2025
Q2 		$7.06M Buy
1,661,204
+309,670
+23% +$1.23M ﹤0.01% 2175
2025
Q1 		$5.16M Buy
1,351,534
+225,112
+20% +$744K ﹤0.01% 2257
2024
Q4 		$3.06M Buy
1,126,422
+70,838
+7% +$202K ﹤0.01% 2544
2024
Q3 		$3.29M Buy
1,055,584
+180,178
+21% +$541K ﹤0.01% 2556
2024
Q2 		$2.39M Buy
875,406
+278,349
+47% +$747K ﹤0.01% 2647
2024
Q1 		$1.55M Buy
597,057
+197,878
+50% +$454K ﹤0.01% 2668
2023
Q4 		$954K Buy
399,179
+138,829
+53% +$297K ﹤0.01% 2847
2023
Q3 		$555K Buy
260,350
+67,485
+35% +$146K ﹤0.01% 3011
2023
Q2 		$424K Buy
192,865
+54,666
+40% +$125K ﹤0.01% 3132
2023
Q1 		$321K Buy
138,199
+66,927
+94% +$162K ﹤0.01% 3074
2022
Q4 		$157K Buy
+71,272
New +$147K ﹤0.01% 3217

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return