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Defined Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Defined Wealth Management’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
Q2 		– Sell
-17,343
Closed -$66.3K – 110
2025
Q1 		$66.3K Buy
17,343
+4,529
+35% +$15K 0.04% 108
2024
Q4 		$34.9K Sell
12,814
-103
-0.8% -$294 0.02% 106
2024
Q3 		$40.3K Buy
+12,917
New +$38.8K 0.03% 109

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Defined Wealth Management's LYG Position: Q2 2025 in Review

Defined Wealth Management sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 17,343 shares — an estimated $66.3K sold.

Defined Wealth Management first reported a position in LYG in Q3 2024 and held it in 3 quarters. The position peaked at $66.3K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Defined Wealth Management reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Defined Wealth Management sold 17,343 Lloyds Banking Group shares in Q2 2025, an estimated $66.3K.
  • Defined Wealth Management first reported a position in Lloyds Banking Group in Q3 2024 and held it in 3 quarters.
  • Defined Wealth Management's Lloyds Banking Group position peaked at $66.3K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Defined Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.