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Claro Advisors’s Lloyds Banking Group LYG Stock Holding History

Claro 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
2025
Q2 		– Sell
-37,280
Closed -$142K – 455
2025
Q1 		$142K Sell
37,280
-2,462
-6% -$8.14K 0.02% 500
2024
Q4 		$108K Sell
39,742
-779
-2% -$2.23K 0.01% 480
2024
Q3 		$126K Sell
40,521
-3,992
-9% -$12K 0.02% 504
2024
Q2 		$122K Sell
44,513
-6,224
-12% -$16.7K 0.02% 421
2024
Q1 		$131K Buy
50,737
+1,206
+2% +$2.77K 0.02% 415
2023
Q4 		$118K Hold
49,531
– – 0.03% 381
2023
Q3 		$106K Sell
49,531
-2,606
-5% -$5.65K 0.03% 362
2023
Q2 		$115K Buy
52,137
+35,743
+218% +$82K 0.03% 365
2023
Q1 		$38K Hold
16,394
– – 0.01% 349
2022
Q4 		$36.1K Buy
16,394
+80
+0.5% +$165 0.01% 319
2022
Q3 		$33K Hold
16,314
– – 0.01% 277
2022
Q2 		$33K Buy
16,314
+2,856
+21% +$6.3K 0.01% 277
2022
Q1 		$34K Hold
13,458
– – 0.01% 279
2021
Q4 		$34K Buy
13,458
+2,799
+26% +$7.14K 0.01% 279
2021
Q3 		$26K Buy
10,659
+62
+0.6% +$152 0.01% 254
2021
Q2 		$27K Buy
10,597
+47
+0.4% +$121 0.01% 236
2021
Q1 		$24K Hold
10,550
– – 0.01% 214
2020
Q4 		$21K Sell
10,550
-2,110
-17% -$3.56K 0.01% 212
2020
Q3 		$16K Sell
12,660
-2,015
-14% -$2.83K 0.01% 194
2020
Q2 		$22K Sell
14,675
-2,110
-13% -$3.16K 0.02% 184
2020
Q1 		$25K Buy
16,785
+1,866
+13% +$4.81K 0.02% 155
2019
Q4 		$49K Buy
14,919
+754
+5% +$2.28K 0.04% 171
2019
Q3 		$37K Buy
14,165
+687
+5% +$1.78K 0.03% 163
2019
Q2 		$38K Buy
+13,478
New +$41.7K 0.04% 158
2019
Q1 		– Sell
-3,247
Closed -$10K – 618
2018
Q4 		$10K Buy
+3,247
New +$9.23K 0.01% 679

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Claro Advisors's LYG Position: Q2 2025 in Review

Claro Advisors sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 37,280 shares — an estimated $142K sold.

Claro Advisors first reported a position in LYG in Q4 2018 and held it in 25 quarters. The position peaked at $142K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Claro Advisors reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 37,280 Lloyds Banking Group shares in Q2 2025, an estimated $142K.
  • Claro Advisors first reported a position in Lloyds Banking Group in Q4 2018 and held it in 25 quarters.
  • Claro Advisors's Lloyds Banking Group position peaked at $142K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.