IAS
LYG icon

Insigneo Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Insigneo Advisory Services’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 		$76.5K Buy
15,199
+2,533
+20% +$13.9K 0.01% 681
2025
Q4 		$67.1K Sell
12,666
-18,217
-59% -$88.2K ﹤0.01% 689
2025
Q3 		$140K Buy
30,883
+16,927
+121% +$74K 0.01% 657
2025
Q2 		$59.3K Sell
13,956
-15,736
-53% -$62.6K 0.01% 609
2025
Q1 		$113K Buy
29,692
+4,851
+20% +$16K 0.01% 551
2024
Q4 		$67.6K Buy
24,841
+1,746
+8% +$4.99K 0.01% 559
2024
Q3 		$72.1K Buy
23,095
+7,742
+50% +$23.2K 0.01% 576
2024
Q2 		$41.9K Buy
+15,353
New +$41.2K ﹤0.01% 538

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