HWM
LYG icon

HB Wealth Management’s Lloyds Banking Group LYG Stock Holding History

HB 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
2026
Q1 		$414K Buy
82,263
+16,515
+25% +$90.6K ﹤0.01% 1062
2025
Q4 		$348K Buy
65,748
+2,850
+5% +$13.8K ﹤0.01% 1063
2025
Q3 		$286K Buy
62,898
+12,605
+25% +$55.1K ﹤0.01% 1100
2025
Q2 		$214K Sell
50,293
-8,352
-14% -$33.2K ﹤0.01% 1079
2025
Q1 		$224K Buy
58,645
+20,162
+52% +$66.7K ﹤0.01% 1101
2024
Q4 		$105K Buy
38,483
+18,052
+88% +$51.6K ﹤0.01% 1026
2024
Q3 		$63.7K Buy
20,431
+3,651
+22% +$11K ﹤0.01% 943
2024
Q2 		$45.8K Hold
16,780
– – ﹤0.01% 907
2024
Q1 		$43.5K Buy
16,780
+927
+6% +$2.13K ﹤0.01% 838
2023
Q4 		$37.9K Buy
+15,853
New +$34K ﹤0.01% 779

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 $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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 $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return