GSWM
LYG icon

Golden State Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Golden State Wealth 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
Q4 		– Sell
-861
Closed -$3.91K – 1732
2025
Q3 		$3.91K Hold
861
– – ﹤0.01% 1293
2025
Q2 		$3.66K Buy
+861
New +$3.42K ﹤0.01% 1282

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Golden State Wealth Management's LYG Position: Q4 2025 in Review

Golden State Wealth Management sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 861 shares — an estimated $3.91K sold.

Golden State Wealth Management first reported a position in LYG in Q2 2025 and held it in 2 quarters. The position peaked at $3.91K in Q3 2025. 516 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Golden State Wealth Management reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 861 Lloyds Banking Group shares in Q4 2025, an estimated $3.91K.
  • Golden State Wealth Management first reported a position in Lloyds Banking Group in Q2 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Lloyds Banking Group position peaked at $3.91K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.