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EW
Evoke Wealth’s
Lloyds Banking Group
LYG
Stock Holding History
Evoke Wealth’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
$122K
Buy
24,257
+3,885
+19%
+$21.3K
﹤0.01%
691
2025
Q4
$108K
Buy
20,372
+6,498
+47%
+$31.5K
﹤0.01%
665
2025
Q3
$63K
Buy
13,874
+2,880
+26%
+$12.6K
﹤0.01%
645
2025
Q2
$46.7K
Buy
+10,994
New
+$43.7K
﹤0.01%
594
2022
Q4
–
Sell
-330
Closed
-$1K
–
812
2022
Q3
$1K
Buy
+330
New
+$685
﹤0.01%
1124
2020
Q3
–
Sell
-89
Closed
–
–
1084
2020
Q2
$0
Sell
89
-2,417
-96%
-$3.63K
﹤0.01%
1135
2020
Q1
$3.79K
Sell
2,506
-6,406
-72%
-$16.5K
﹤0.01%
671
2019
Q4
$29.5K
Sell
8,912
-13
-0.1%
-$39
﹤0.01%
514
2019
Q3
$23.6K
Buy
+8,925
New
+$23.1K
﹤0.01%
615
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MIP
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$6.69B AUM
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$1.9T AUM
41.92%
1-Year Est. Return
WCM Investment Management
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$43.8B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
CBU
CIBC Bancorp USA
Chicago, Illinois
$74B AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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