Kovitz Investment Group Partners
LYG icon

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

Kovitz Investment Group 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
Q4 		– Sell
-27,173
Closed -$123K – 963
2025
Q3 		$123K Buy
27,173
+4,078
+18% +$17.8K ﹤0.01% 1364
2025
Q2 		$98.2K Buy
23,095
+3,464
+18% +$13.8K ﹤0.01% 1327
2025
Q1 		$75K Buy
19,631
+1,682
+9% +$5.56K ﹤0.01% 1221
2024
Q4 		$48.8K Sell
17,949
-5,362
-23% -$15.3K ﹤0.01% 1219
2024
Q3 		$20.3K Buy
+23,311
New +$69.9K ﹤0.01% 1016

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MIP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Kovitz Investment Group Partners's LYG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 27,173 shares — an estimated $123K sold.

Kovitz Investment Group Partners first reported a position in LYG in Q3 2024 and held it in 5 quarters. The position peaked at $123K in Q3 2025. 516 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 27,173 Lloyds Banking Group shares in Q4 2025, an estimated $123K.
  • Kovitz Investment Group Partners first reported a position in Lloyds Banking Group in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Lloyds Banking Group position peaked at $123K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.