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Crewe Advisors’s Lloyds Banking Group LYG Stock Holding History

Crewe 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
2026
Q1 		– Sell
-734
Closed -$3.89K – 1099
2025
Q4 		$3.89K Hold
734
– – ﹤0.01% 766
2025
Q3 		$3.33K Buy
+734
New +$3.21K ﹤0.01% 778
2024
Q3 		– Sell
-1,765
Closed -$4.82K – 876
2024
Q2 		$4.82K Buy
+1,765
New +$4.73K ﹤0.01% 804

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