HIP
LYG icon

HUB Investment Partners’s Lloyds Banking Group LYG Stock Holding History

HUB Investment Partners’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 		$202K Buy
40,138
+5,487
+16% +$30.1K ﹤0.01% 998
2025
Q4 		$184K Buy
34,651
+2,878
+9% +$13.9K 0.01% 860
2025
Q3 		$144K Buy
31,773
+5,683
+22% +$24.8K 0.01% 734
2025
Q2 		$111K Buy
26,090
+1,075
+4% +$4.27K ﹤0.01% 673
2025
Q1 		$95.6K Buy
25,015
+125
+0.5% +$413 ﹤0.01% 587
2024
Q4 		$67.7K Sell
24,890
-382
-2% -$1.09K ﹤0.01% 556
2024
Q3 		$78.8K Sell
25,272
-314
-1% -$942 ﹤0.01% 517
2024
Q2 		$69.8K Buy
25,586
+6,623
+35% +$17.8K ﹤0.01% 479
2024
Q1 		$49.1K Buy
18,963
+8,513
+81% +$19.5K ﹤0.01% 470
2023
Q4 		$25K Buy
+10,450
New +$22.4K ﹤0.01% 405

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MIP
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WCM Investment Management
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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