CRC
LYG icon

Curi RMB Capital’s Lloyds Banking Group LYG Stock Holding History

Curi RMB 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 		– Sell
-252,000
Closed -$1.07M – 722
2025
Q2 		$1.07M Sell
252,000
-37,766
-13% -$150K 0.02% 407
2025
Q1 		$1.11M Buy
+289,766
New +$958K 0.03% 321
2020
Q1 		– Sell
-70,472
Closed -$233K – 723
2019
Q4 		$233K Sell
70,472
-2,062
-3% -$6.24K 0.01% 599
2019
Q3 		$191K Sell
72,534
-4,412
-6% -$11.4K 0.01% 671
2019
Q2 		$219K Sell
76,946
-6,012
-7% -$18.6K 0.01% 684
2019
Q1 		$266K Buy
82,958
+8,430
+11% +$25.8K 0.01% 690
2018
Q4 		$191K Buy
74,528
+7,055
+10% +$20.1K ﹤0.01% 836
2018
Q3 		$205K Sell
67,473
-2,745
-4% -$8.8K ﹤0.01% 830
2018
Q2 		$233K Sell
70,218
-7,743
-10% -$27.5K 0.01% 790
2018
Q1 		$290K Sell
77,961
-3,238
-4% -$12.5K 0.01% 736
2017
Q4 		$305K Buy
+81,199
New +$293K 0.01% 714
2017
Q1 		– Sell
-62,632
Closed -$194K – 593
2016
Q4 		$194K Sell
62,632
-164,499
-72% -$481K 0.01% 428
2016
Q3 		$652K Sell
227,131
-205,347
-47% -$610K 0.04% 286
2016
Q2 		$1.28M Sell
432,478
-1,453
-0.3% -$5.69K 0.07% 213
2016
Q1 		$1.71M Buy
433,931
+264,590
+156% +$1.02M 0.11% 187
2015
Q4 		$738K Buy
169,341
+151,969
+875% +$689K 0.03% 263
2015
Q3 		$80K Sell
17,372
-92
-0.5% -$460 0.01% 443
2015
Q2 		$95K Sell
17,464
-1,378
-7% -$7.18K 0.01% 424
2015
Q1 		$88K Sell
18,842
-3,267
-15% -$15.2K 0.01% 499
2014
Q4 		$103K Sell
22,109
-4,047
-15% -$19.6K 0.01% 425
2014
Q3 		$132K Sell
26,156
-802
-3% -$4.03K 0.01% 430
2014
Q2 		$139K Sell
26,958
-11,716
-30% -$60.8K 0.01% 413
2014
Q1 		$197K Sell
38,674
-10,807
-22% -$58.6K 0.01% 359
2013
Q4 		$263K Sell
49,481
-8,172
-14% -$41K 0.02% 302
2013
Q3 		$277K Buy
57,653
+44,297
+332% +$200K 0.02% 311
2013
Q2 		$51K Buy
+13,356
New +$46.4K ﹤0.01% 363

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Curi RMB Capital's LYG Position: Q3 2025 in Review

Curi RMB Capital sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 252,000 shares — an estimated $1.07M sold.

Curi RMB Capital first reported a position in LYG in Q2 2013 and held it in 26 quarters. The position peaked at $1.71M in Q1 2016. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Curi RMB Capital reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
  • Curi RMB Capital sold 252,000 Lloyds Banking Group shares in Q3 2025, an estimated $1.07M.
  • Curi RMB Capital first reported a position in Lloyds Banking Group in Q2 2013 and held it in 26 quarters.
  • Curi RMB Capital's Lloyds Banking Group position peaked at $1.71M in Q1 2016.
  • 480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Curi RMB Capital's 13F filing for Q3 2025, filed 13 Nov 2025.