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Guerra Advisors’s Lloyds Banking Group LYG Stock Holding History

Guerra 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
Q3 		$9.07K Buy
+1,998
New +$8.73K ﹤0.01% 329

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Guerra Advisors's LYG Position: Q3 2025 in Review

Guerra Advisors opened a new position in Lloyds Banking Group (LYG) in Q3 2025: 1,998 shares worth $9.07K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings.

480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Guerra Advisors held 1,998 shares of Lloyds Banking Group worth $9.07K as of Q3 2025.
  • Lloyds Banking Group was a new Guerra Advisors position in Q3 2025.
  • Lloyds Banking Group made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #329 holding.
  • 480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.