Fort Point Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Fort Point Capital Partners’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 Q1	–	Sell	-50,000	Closed	-$136K	–	319
2024 Q4	$136K	Sell	50,000 -1,201	-2%	-$3.43K	0.01%	300
2024 Q3	$160K	Buy	51,201 +1,201	+2%	+$3.6K	0.02%	287
2024 Q2	$137K	Sell	50,000 -2,368	-5%	-$6.35K	0.02%	309
2024 Q1	$136K	Hold	52,368	–	–	0.02%	314
2023 Q4	$125K	Buy	52,368 +1,765	+3%	+$3.78K	0.02%	295
2023 Q3	$108K	Buy	50,603 +603	+1%	+$1.31K	0.02%	277
2023 Q2	$110K	Hold	50,000	–	–	0.02%	282
2023 Q1	$116K	Hold	50,000	–	–	0.02%	266
2022 Q4	$110K	Hold	50,000	–	–	0.02%	261
2022 Q3	$90K	Hold	50,000	–	–	0.02%	263
2022 Q2	$102K	Buy	50,000 +25,000	+100%	+$55.2K	0.02%	272
2022 Q1	$60K	Sell	25,000 -15,000	-38%	-$39.9K	0.01%	285
2021 Q4	$102K	Buy	+40,000	New	+$102K	0.01%	284

Other funds holding LYG

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fort Point Capital Partners's LYG Position: Q1 2025 in Review

Fort Point Capital Partners sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 50,000 shares — an estimated $136K sold.

Fort Point Capital Partners first reported a position in LYG in Q4 2021 and held it in 13 quarters. The position peaked at $160K in Q3 2024. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

Fort Point Capital Partners reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
Fort Point Capital Partners sold 50,000 Lloyds Banking Group shares in Q1 2025, an estimated $136K.
Fort Point Capital Partners first reported a position in Lloyds Banking Group in Q4 2021 and held it in 13 quarters.
Fort Point Capital Partners's Lloyds Banking Group position peaked at $160K in Q3 2024.
455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Fort Point Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.