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Global Financial Private Client’s Lloyds Banking Group LYG Stock Holding History

Global Financial Private Client’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
-3,700
Closed -$14.1K – 1014
2025
Q1 		$14.1K Hold
3,700
– – 0.01% 510
2024
Q4 		$10.1K Hold
3,700
– – ﹤0.01% 550
2024
Q3 		$11.5K Buy
+3,700
New +$11.1K ﹤0.01% 526

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

Global Financial Private Client's LYG Position: Q2 2025 in Review

Global Financial Private Client sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 3,700 shares — an estimated $14.1K sold.

Global Financial Private Client first reported a position in LYG in Q3 2024 and held it in 3 quarters. The position peaked at $14.1K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Global Financial Private Client reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3,700 Lloyds Banking Group shares in Q2 2025, an estimated $14.1K.
  • Global Financial Private Client first reported a position in Lloyds Banking Group in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Lloyds Banking Group position peaked at $14.1K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.