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Clarius Group LLC’s Lloyds Banking Group LYG Stock Holding History

Clarius Group 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
2025
Q4 		$264K Hold
49,760
– – 0.02% 316
2025
Q3 		$226K Hold
49,760
– – 0.01% 358
2025
Q2 		$211K Hold
49,760
– – 0.01% 441
2025
Q1 		$190K Buy
49,760
+7,886
+19% +$26.1K 0.01% 464
2024
Q4 		$114K Hold
41,874
– – 0.01% 443
2024
Q3 		$167K Sell
41,874
-1,942
-4% -$5.83K 0.01% 437
2024
Q2 		$120K Hold
43,816
– – 0.01% 433
2024
Q1 		$113K Sell
43,816
-964
-2% -$2.21K 0.01% 470
2023
Q4 		$107K Buy
44,780
+12,679
+39% +$27.2K 0.01% 471
2023
Q3 		$68.4K Buy
+32,101
New +$69.6K 0.01% 453
2023
Q2 		– Sell
-58,359
Closed -$135K – 504
2023
Q1 		$135K Buy
58,359
+40,892
+234% +$99K 0.01% 490
2022
Q4 		$38K Sell
17,467
-825
-5% -$1.7K ﹤0.01% 507
2022
Q3 		$33K Sell
18,292
-59
-0.3% -$122 ﹤0.01% 489
2022
Q2 		$37K Sell
18,351
-16,570
-47% -$36.6K ﹤0.01% 464
2022
Q1 		$89K Hold
34,921
– – 0.01% 489
2021
Q4 		$89K Buy
34,921
+19,547
+127% +$49.8K 0.01% 489
2021
Q3 		$38K Sell
15,374
-319
-2% -$781 ﹤0.01% 431
2021
Q2 		$40K Buy
15,693
+341
+2% +$876 ﹤0.01% 422
2021
Q1 		$36K Buy
15,352
+898
+6% +$1.86K ﹤0.01% 386
2020
Q4 		$28K Sell
14,454
-1,940
-12% -$3.27K ﹤0.01% 353
2020
Q3 		$21K Buy
16,394
+5,446
+50% +$7.63K ﹤0.01% 301
2020
Q2 		$16K Sell
10,948
-12,792
-54% -$19.2K ﹤0.01% 283
2020
Q1 		$36K Sell
23,740
-5,918
-20% -$15.3K 0.01% 255
2019
Q4 		$89K Sell
29,658
-15,517
-34% -$46.9K 0.01% 292
2019
Q3 		$119K Buy
45,175
+10,929
+32% +$28.3K 0.02% 272
2019
Q2 		$97K Buy
+34,246
New +$106K 0.02% 261

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clarius Group LLC's LYG Position: Q4 2025 in Review

Clarius Group LLC held its Lloyds Banking Group (LYG) position steady in Q4 2025 at 49,760 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #316.

Clarius Group LLC first reported a position in LYG in Q2 2019 and has held it in 26 quarters since. 514 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Clarius Group LLC held 49,760 shares of Lloyds Banking Group worth $264K as of Q4 2025.
  • Clarius Group LLC left its Lloyds Banking Group share count unchanged in Q4 2025.
  • Lloyds Banking Group made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #316 holding.
  • Clarius Group LLC first reported a position in Lloyds Banking Group in Q2 2019 and has held it in 26 quarters since.
  • 514 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.