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Kestra Private Wealth Services’s Lloyds Banking Group LYG Stock Holding History

Kestra Private Wealth 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
2025
Q3 		– Sell
-15,660
Closed -$66.6K – 1722
2025
Q2 		$66.6K Sell
15,660
-1,093
-7% -$4.34K ﹤0.01% 1569
2025
Q1 		$64K Sell
16,753
-2,089
-11% -$6.91K ﹤0.01% 1468
2024
Q4 		$51.3K Buy
18,842
+2,924
+18% +$8.35K ﹤0.01% 1389
2024
Q3 		$49.7K Sell
15,918
-4,313
-21% -$12.9K ﹤0.01% 1335
2024
Q2 		$55.2K Sell
20,231
-397
-2% -$1.06K ﹤0.01% 1312
2024
Q1 		$53.4K Sell
20,628
-378
-2% -$867 ﹤0.01% 1262
2023
Q4 		$50.2K Buy
21,006
+4,813
+30% +$10.3K ﹤0.01% 1170
2023
Q3 		$34.5K Sell
16,193
-756
-4% -$1.64K ﹤0.01% 1140
2023
Q2 		$37.3K Buy
16,949
+498
+3% +$1.14K ﹤0.01% 1058
2023
Q1 		$38.2K Buy
+16,451
New +$39.8K ﹤0.01% 1022
2022
Q4 		– Sell
-21,160
Closed -$38K – 952
2022
Q3 		$38K Buy
21,160
+10,518
+99% +$21.8K ﹤0.01% 870
2022
Q2 		$22K Sell
10,642
-738
-6% -$1.63K ﹤0.01% 894
2022
Q1 		$27K Buy
11,380
+757
+7% +$2.01K ﹤0.01% 962
2021
Q4 		$27K Buy
+10,623
New +$27.1K ﹤0.01% 981

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kestra Private Wealth Services's LYG Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 15,660 shares — an estimated $66.6K sold.

Kestra Private Wealth Services first reported a position in LYG in Q4 2021 and held it in 14 quarters. The position peaked at $66.6K in Q2 2025. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 15,660 Lloyds Banking Group shares in Q3 2025, an estimated $66.6K.
  • Kestra Private Wealth Services first reported a position in Lloyds Banking Group in Q4 2021 and held it in 14 quarters.
  • Kestra Private Wealth Services's Lloyds Banking Group position peaked at $66.6K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.