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Interchange Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Interchange Capital 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
2025
Q2 		– Sell
-10,029
Closed -$38.3K – 301
2025
Q1 		$38.3K Sell
10,029
-112
-1% -$370 0.01% 269
2024
Q4 		$27.6K Hold
10,141
– – 0.01% 258
2024
Q3 		$31.6K Sell
10,141
-81
-0.8% -$243 0.01% 272
2024
Q2 		$27.9K Buy
+10,222
New +$27.4K 0.01% 275

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Interchange Capital Partners's LYG Position: Q2 2025 in Review

Interchange Capital Partners sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 10,029 shares — an estimated $38.3K sold.

Interchange Capital Partners first reported a position in LYG in Q2 2024 and held it in 4 quarters. The position peaked at $38.3K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Interchange Capital Partners reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Interchange Capital Partners sold 10,029 Lloyds Banking Group shares in Q2 2025, an estimated $38.3K.
  • Interchange Capital Partners first reported a position in Lloyds Banking Group in Q2 2024 and held it in 4 quarters.
  • Interchange Capital Partners's Lloyds Banking Group position peaked at $38.3K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Interchange Capital Partners's 13F filing for Q2 2025, filed 28 Jul 2025.