Choreo LLC
LYG icon

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
Q3 		$1.39M Buy
246,856
+8,190
+3% +$49.1K 0.01% 544
2026
Q2 		$1.39M Buy
238,666
+5,468
+2% +$29.7K 0.02% 524
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Choreo LLC's LYG Position: Q3 2026 in Review

Choreo LLC increased its Lloyds Banking Group (LYG) stake by 3.4% in Q3 2026, buying an estimated $49.1K and bringing the position to 246,856 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #544.

Choreo LLC first reported a position in LYG in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.39M in Q2 2026. 386 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Choreo LLC held 246,856 shares of Lloyds Banking Group worth $1.39M as of Q3 2026.
  • Choreo LLC bought 8,190 Lloyds Banking Group shares in Q3 2026, an estimated $49.1K.
  • Lloyds Banking Group made up 0.01% of Choreo LLC's portfolio in Q3 2026, its #544 holding.
  • Choreo LLC first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 15 quarters since.
  • Choreo LLC's Lloyds Banking Group position peaked at $1.39M in Q2 2026.
  • 386 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.