CPC
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Cookson Peirce & Co’s Lloyds Banking Group LYG Stock Holding History

Cookson Peirce & Co’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
Q1 		$1.63M Sell
324,583
-104,375
-24% -$573K 0.07% 128
2025
Q4 		$2.27M Sell
428,958
-114,720
-21% -$555K 0.09% 105
2025
Q3 		$2.47M Buy
543,678
+11,083
+2% +$48.4K 0.1% 97
2025
Q2 		$2.26M Buy
+532,595
New +$2.12M 0.1% 97
2015
Q3 		– Sell
-10,702
Closed -$58K – 146
2015
Q2 		$58K Buy
+10,702
New +$55.7K 0.01% 124
2014
Q3 		– Sell
-22,560
Closed -$116K – 135
2014
Q2 		$116K Hold
22,560
– – 0.03% 123
2014
Q1 		$115K Buy
22,560
+11,200
+99% +$60.8K 0.03% 135
2013
Q4 		$60K Buy
+11,360
New +$57K 0.02% 129

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return