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Copperleaf Capital’s Lloyds Banking Group LYG Stock Holding History

Copperleaf Capital’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
Q3 		$234K Buy
51,645
+14,606
+39% +$63.8K 0.11% 106
2025
Q2 		$157K Buy
37,039
+4,763
+15% +$18.9K 0.08% 113
2025
Q1 		$123K Buy
32,276
+5,375
+20% +$17.8K 0.07% 107
2024
Q4 		$73.2K Buy
26,901
+2,260
+9% +$6.45K 0.05% 91
2024
Q3 		$76.9K Sell
24,641
-2,950
-11% -$8.85K 0.06% 90
2024
Q2 		$75.3K Sell
27,591
-2,153
-7% -$5.78K 0.06% 88
2024
Q1 		$77K Buy
29,744
+1,516
+5% +$3.48K 0.07% 91
2023
Q4 		$67.5K Sell
28,228
-1,843
-6% -$3.95K 0.07% 79
2023
Q3 		$64.1K Buy
30,071
+4,478
+17% +$9.71K 0.07% 78
2023
Q2 		$56.3K Buy
25,593
+7,965
+45% +$18.3K 0.05% 76
2023
Q1 		$40.9K Buy
+17,628
New +$42.7K 0.04% 73
2022
Q4 		– Sell
-15,280
Closed -$27K – 74
2022
Q3 		$27K Buy
15,280
+563
+4% +$1.17K 0.03% 69
2022
Q2 		$30K Buy
+14,717
New +$32.5K 0.03% 62

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

Copperleaf Capital's LYG Position: Q3 2025 in Review

Copperleaf Capital increased its Lloyds Banking Group (LYG) stake by 39% in Q3 2025, buying an estimated $63.8K and bringing the position to 51,645 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #106.

Copperleaf Capital first reported a position in LYG in Q2 2022 and has held it in 13 quarters since. 479 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Copperleaf Capital held 51,645 shares of Lloyds Banking Group worth $234K as of Q3 2025.
  • Copperleaf Capital bought 14,606 Lloyds Banking Group shares in Q3 2025, an estimated $63.8K.
  • Lloyds Banking Group made up 0.11% of Copperleaf Capital's portfolio in Q3 2025, its #106 holding.
  • Copperleaf Capital first reported a position in Lloyds Banking Group in Q2 2022 and has held it in 13 quarters since.
  • 479 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.