GJIA
LYG icon

Glass Jacobson Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Glass Jacobson Investment Advisors’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
-1,188
Closed -$3.23K – 717
2025
Q1 		$3.23K Hold
1,188
– – ﹤0.01% 704
2024
Q4 		$3.23K Buy
+1,188
New +$3.39K ﹤0.01% 704

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

Glass Jacobson Investment Advisors's LYG Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 1,188 shares — an estimated $3.23K sold.

Glass Jacobson Investment Advisors first reported a position in LYG in Q4 2024 and held it in 2 quarters. The position peaked at $3.23K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,188 Lloyds Banking Group shares in Q2 2025, an estimated $3.23K.
  • Glass Jacobson Investment Advisors first reported a position in Lloyds Banking Group in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Lloyds Banking Group position peaked at $3.23K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.