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Financial Advocates Investment Management’s Lloyds Banking Group LYG Stock Holding History

Financial Advocates Investment 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
-75,664
Closed -$289K – 713
2025
Q1 		$289K Buy
75,664
+6,393
+9% +$21.1K 0.02% 570
2024
Q4 		$188K Buy
69,271
+10,723
+18% +$30.6K 0.01% 701
2024
Q3 		$183K Buy
58,548
+37,392
+177% +$112K 0.01% 719
2024
Q2 		$57.8K Buy
+21,156
New +$56.7K ﹤0.01% 725

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 $1.9T AUM 41.92% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Advocates Investment Management's LYG Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 75,664 shares — an estimated $289K sold.

Financial Advocates Investment Management first reported a position in LYG in Q2 2024 and held it in 4 quarters. The position peaked at $289K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 75,664 Lloyds Banking Group shares in Q2 2025, an estimated $289K.
  • Financial Advocates Investment Management first reported a position in Lloyds Banking Group in Q2 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's Lloyds Banking Group position peaked at $289K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.