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Choreo LLC’s Lloyds Banking Group LYG Stock Holding History

Choreo LLC’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 		$1.17M Buy
233,198
+119,137
+104% +$654K 0.01% 558
2025
Q4 		$608K Buy
114,061
+13,876
+14% +$67.2K 0.01% 830
2025
Q3 		$455K Buy
100,185
+4,745
+5% +$20.7K 0.01% 963
2025
Q2 		$406K Buy
95,440
+14,029
+17% +$55.8K 0.01% 998
2025
Q1 		$311K Buy
81,411
+6,031
+8% +$19.9K ﹤0.01% 1071
2024
Q4 		$205K Sell
75,380
-19,740
-21% -$56.4K ﹤0.01% 1420
2024
Q3 		$291K Buy
95,120
+27,263
+40% +$81.8K ﹤0.01% 1221
2024
Q2 		$189K Buy
67,857
+56,611
+503% +$152K ﹤0.01% 1347
2024
Q1 		$29.1K Hold
11,246
– – ﹤0.01% 659
2023
Q4 		$26.9K Buy
+11,246
New +$24.1K ﹤0.01% 618
2018
Q2 		– Sell
-14,775
Closed -$55K – 258
2018
Q1 		$55K Buy
+14,775
New +$57.2K 0.01% 274
2017
Q3 		– Sell
-11,461
Closed -$40K – 276
2017
Q2 		$40K Sell
11,461
-1,306
-10% -$4.64K 0.01% 259
2017
Q1 		$43K Buy
+12,767
New +$43K 0.01% 270

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 $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Choreo LLC's LYG Position: Q1 2026 in Review

Choreo LLC increased its Lloyds Banking Group (LYG) stake by 104% in Q1 2026, buying an estimated $654K and bringing the position to 233,198 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #558.

Choreo LLC first reported a position in LYG in Q1 2017 and has held it in 13 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Choreo LLC held 233,198 shares of Lloyds Banking Group worth $1.17M as of Q1 2026.
  • Choreo LLC bought 119,137 Lloyds Banking Group shares in Q1 2026, an estimated $654K.
  • Lloyds Banking Group made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #558 holding.
  • Choreo LLC first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 13 quarters since.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.