Fountainhead AM’s Lloyds Banking Group LYG Stock Holding History

Fountainhead AM’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	-10,050	Closed	-$42.7K	–	232
2025 Q2	$42.7K	Buy	+10,050	New	+$39.9K	0.01%	212

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fountainhead AM's LYG Position: Q3 2025 in Review

Fountainhead AM sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 10,050 shares — an estimated $42.7K sold.

Fountainhead AM first reported a position in LYG in Q2 2025 and held it in 1 quarter. The position peaked at $42.7K in Q2 2025. 479 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

Fountainhead AM reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
Fountainhead AM sold 10,050 Lloyds Banking Group shares in Q3 2025, an estimated $42.7K.
Fountainhead AM first reported a position in Lloyds Banking Group in Q2 2025 and held it in 1 quarter.
Fountainhead AM's Lloyds Banking Group position peaked at $42.7K in Q2 2025.
479 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Fountainhead AM's 13F filing for Q3 2025, filed 21 Oct 2025.