Choate Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Choate Investment 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
2026 Q1	$117K	Hold	23,163	–	–	﹤0.01%	436
2025 Q4	$123K	Hold	23,163	–	–	﹤0.01%	436
2025 Q3	$105K	Hold	23,163	–	–	﹤0.01%	421
2025 Q2	$98.4K	Hold	23,163	–	–	﹤0.01%	424
2025 Q1	$88.5K	Sell	23,163 -595	-3%	-$1.97K	﹤0.01%	392
2024 Q4	$64.6K	Buy	+23,758	New	+$67.8K	﹤0.01%	401
2024 Q1	–	Sell	-11,109	Closed	-$26.6K	–	419
2023 Q4	$26.6K	Sell	11,109 -10,119	-48%	-$21.7K	﹤0.01%	377
2023 Q3	$45.2K	Buy	+21,228	New	+$46K	﹤0.01%	404
2021 Q1	–	Sell	-50,000	Closed	-$98K	–	307
2020 Q4	$98K	Buy	+50,000	New	+$84.3K	0.01%	251

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

Choate Investment Advisors's LYG Position: Q1 2026 in Review

Choate Investment Advisors held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 23,163 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Choate Investment Advisors first reported a position in LYG in Q4 2020 and has held it in 9 quarters since. The position peaked at $123K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Choate Investment Advisors held 23,163 shares of Lloyds Banking Group worth $117K as of Q1 2026.
Choate Investment Advisors left its Lloyds Banking Group share count unchanged in Q1 2026.
Lloyds Banking Group made up ﹤0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #436 holding.
Choate Investment Advisors first reported a position in Lloyds Banking Group in Q4 2020 and has held it in 9 quarters since.
Choate Investment Advisors's Lloyds Banking Group position peaked at $123K in Q4 2025.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.