GWN Securities’s Lloyds Banking Group LYG Stock Holding History

GWN Securities’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	-10,088	Closed	-$38.5K	–	591
2025 Q1	$38.5K	Buy	+10,088	New	+$33.4K	﹤0.01%	688

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GWN Securities's LYG Position: Q2 2025 in Review

GWN Securities sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 10,088 shares — an estimated $38.5K sold.

GWN Securities first reported a position in LYG in Q1 2025 and held it in 1 quarter. The position peaked at $38.5K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

GWN Securities reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 10,088 Lloyds Banking Group shares in Q2 2025, an estimated $38.5K.
GWN Securities first reported a position in Lloyds Banking Group in Q1 2025 and held it in 1 quarter.
GWN Securities's Lloyds Banking Group position peaked at $38.5K in Q1 2025.
478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.