Knights of Columbus Asset Advisors’s Lloyds Banking Group LYG Stock Holding History

Knights of Columbus Asset Advisors’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	-86,164	Closed	-$366K	–	400
2025 Q2	$366K	Hold	86,164	–	–	0.02%	289
2025 Q1	$329K	Sell	86,164 -26,150	-23%	-$86.5K	0.02%	279
2024 Q4	$305K	Hold	112,314	–	–	0.02%	283
2024 Q3	$350K	Buy	112,314 +4,671	+4%	+$14K	0.02%	289
2024 Q2	$294K	Hold	107,643	–	–	0.02%	322
2024 Q1	$279K	Sell	107,643 -5,761	-5%	-$13.2K	0.02%	299
2023 Q4	$271K	Hold	113,404	–	–	0.02%	299
2023 Q3	$242K	Buy	113,404 +5,951	+6%	+$12.9K	0.02%	304
2023 Q2	$236K	Buy	107,453 +4,153	+4%	+$9.52K	0.02%	306
2023 Q1	$240K	Buy	103,300 +2,341	+2%	+$5.67K	0.02%	295
2022 Q4	$222K	Hold	100,959	–	–	0.02%	289
2022 Q3	$181K	Buy	+100,959	New	+$210K	0.02%	282

Other funds holding LYG

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Knights of Columbus Asset Advisors's LYG Position: Q3 2025 in Review

Knights of Columbus Asset Advisors sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 86,164 shares — an estimated $366K sold.

Knights of Columbus Asset Advisors first reported a position in LYG in Q3 2022 and held it in 12 quarters. The position peaked at $366K in Q2 2025. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

Knights of Columbus Asset Advisors reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 86,164 Lloyds Banking Group shares in Q3 2025, an estimated $366K.
Knights of Columbus Asset Advisors first reported a position in Lloyds Banking Group in Q3 2022 and held it in 12 quarters.
Knights of Columbus Asset Advisors's Lloyds Banking Group position peaked at $366K in Q2 2025.
480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Knights of Columbus Asset Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.