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Cliff Asness’s Lloyds Banking Group LYG Stock Holding History

Cliff Asness’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
Q2 		$27.9M Buy
4,792,690
+1,796,125
+60% +$9.74M 0.01% 1045
2026
Q1 		$15.1M Buy
2,996,565
+586,885
+24% +$3.22M 0.01% 1150
2025
Q4 		$12.8M Buy
2,409,680
+654,579
+37% +$3.17M 0.01% 1104
2025
Q3 		$7.97M Buy
1,755,101
+548,010
+45% +$2.4M 0.01% 1198
2025
Q2 		$5.13M Buy
1,207,091
+943,845
+359% +$3.75M ﹤0.01% 1275
2025
Q1 		$1.01M Buy
263,246
+145,772
+124% +$482K ﹤0.01% 2014
2024
Q4 		$320K Sell
117,474
-30,100
-20% -$86K ﹤0.01% 2464
2024
Q3 		$460K Buy
147,574
+10,975
+8% +$32.9K ﹤0.01% 2208
2024
Q2 		$373K Buy
136,599
+104,326
+323% +$280K ﹤0.01% 2186
2024
Q1 		$83.6K Buy
+32,273
New +$74.1K ﹤0.01% 2355
2023
Q4 		– Sell
-11,184
Closed -$23.8K – 2397
2023
Q3 		$23.8K Buy
+11,184
New +$24.3K ﹤0.01% 2303

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cliff Asness's LYG Position: Q2 2026 in Review

Cliff Asness increased its Lloyds Banking Group (LYG) stake by 60% in Q2 2026, buying an estimated $9.74M and bringing the position to 4,792,690 shares worth $27.9M. The position accounts for 0.01% of the portfolio, ranked #1045.

Cliff Asness first reported a position in LYG in Q3 2023 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cliff Asness held 4,792,690 shares of Lloyds Banking Group worth $27.9M as of Q2 2026.
  • Cliff Asness bought 1,796,125 Lloyds Banking Group shares in Q2 2026, an estimated $9.74M.
  • Lloyds Banking Group made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1045 holding.
  • Cliff Asness first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 11 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.