CIBC Private Wealth Group
LYG icon

CIBC Private Wealth Group’s Lloyds Banking Group LYG Stock Holding History

CIBC Private Wealth Group’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
Q4 		$78.5M Buy
14,802,992
+673,473
+5% +$3.26M 0.13% 152
2025
Q3 		$64.1M Buy
14,129,519
+622,552
+5% +$2.72M 0.11% 168
2025
Q2 		$57.4M Buy
13,506,967
+441,684
+3% +$1.76M 0.1% 183
2025
Q1 		$43.4M Buy
13,065,283
+669,742
+5% +$2.21M 0.09% 180
2024
Q4 		$32.8M Sell
12,395,541
-159,641
-1% -$456K 0.06% 220
2024
Q3 		$39.2M Buy
12,555,182
+144,014
+1% +$432K 0.07% 206
2024
Q2 		$37.1M Buy
12,411,168
+152,141
+1% +$408K 0.07% 198
2024
Q1 		$31.5M Sell
12,259,027
-17,437,564
-59% -$40M 0.06% 217
2023
Q4 		$39.8M Buy
29,696,591
+17,814,615
+150% +$38.2M 0.08% 193
2023
Q3 		$25.3M Buy
11,881,976
+374,746
+3% +$813K 0.06% 231
2023
Q2 		$25.3M Sell
11,507,230
-3,584,413
-24% -$8.22M 0.06% 250
2023
Q1 		$567M Buy
15,091,643
+1,228,489
+9% +$2.97M 1.26% 16
2022
Q4 		$20.2M Sell
13,863,154
-512,878
-4% -$1.06M 0.07% 183
2022
Q3 		$25.7M Sell
14,376,032
-106,407
-0.7% -$221K 0.07% 188
2022
Q2 		$29.5M Sell
14,482,439
-329,271
-2% -$727K 0.08% 184
2022
Q1 		$35.7M Buy
14,811,710
+649,947
+5% +$1.73M 0.08% 180
2021
Q4 		$36.1M Buy
14,161,763
+662,990
+5% +$1.69M 0.07% 188
2021
Q3 		$33.1M Buy
13,498,773
+409,977
+3% +$1M 0.08% 188
2021
Q2 		$33.4M Buy
13,088,796
+756,829
+6% +$1.94M 0.08% 184
2021
Q1 		$28.6M Buy
12,331,967
+2,037,124
+20% +$4.23M 0.07% 197
2020
Q4 		$20.2M Buy
10,294,843
+3,244,370
+46% +$5.47M 0.05% 239
2020
Q3 		$9.17M Buy
7,050,473
+4,651,475
+194% +$6.52M 0.03% 306
2020
Q2 		$3.6M Sell
2,398,998
-1,511,269
-39% -$2.27M 0.02% 327
2020
Q1 		$5.9M Buy
3,910,267
+186,737
+5% +$481K 0.03% 301
2019
Q4 		$12.3M Buy
+3,723,530
New +$11.3M 0.04% 263
2018
Q3 		– Sell
-1,152
Closed -$4K – 1393
2018
Q2 		$4K Sell
1,152
-515
-31% -$1.83K ﹤0.01% 1773
2018
Q1 		$6K Buy
+1,667
New +$6.46K ﹤0.01% 1627

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIBC Private Wealth Group's LYG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Lloyds Banking Group (LYG) stake by 4.8% in Q4 2025, buying an estimated $3.26M and bringing the position to 14,802,992 shares worth $78.5M. The position accounts for 0.13% of the portfolio, ranked #152.

CIBC Private Wealth Group first reported a position in LYG in Q1 2018 and has held it in 27 quarters since. The position peaked at $567M in Q1 2023. 515 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • CIBC Private Wealth Group held 14,802,992 shares of Lloyds Banking Group worth $78.5M as of Q4 2025.
  • CIBC Private Wealth Group bought 673,473 Lloyds Banking Group shares in Q4 2025, an estimated $3.26M.
  • Lloyds Banking Group made up 0.13% of CIBC Private Wealth Group's portfolio in Q4 2025, its #152 holding.
  • CIBC Private Wealth Group first reported a position in Lloyds Banking Group in Q1 2018 and has held it in 27 quarters since.
  • CIBC Private Wealth Group's Lloyds Banking Group position peaked at $567M in Q1 2023.
  • 515 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.