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Legacy Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Legacy Financial 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
Q4 		– Sell
-42,999
Closed -$195K – 424
2025
Q3 		$195K Buy
+42,999
New +$188K 0.03% 406
2025
Q2 		– Sell
-30,235
Closed -$115K – 382
2025
Q1 		$115K Sell
30,235
-9,607
-24% -$31.8K 0.02% 354
2024
Q4 		$108K Sell
39,842
-4,266
-10% -$12.2K 0.02% 340
2024
Q3 		$138K Sell
44,108
-1,575
-3% -$4.73K 0.02% 353
2024
Q2 		$125K Sell
45,683
-1,713
-4% -$4.59K 0.02% 325
2024
Q1 		$123K Sell
47,396
-6,730
-12% -$15.4K 0.02% 316
2023
Q4 		$129K Buy
54,126
+13,587
+34% +$29.1K 0.02% 293
2023
Q3 		$86.3K Buy
40,539
+4,545
+13% +$9.86K 0.02% 262
2023
Q2 		$79.2K Sell
35,994
-1,898
-5% -$4.35K 0.01% 262
2023
Q1 		$87.9K Buy
37,892
+3,082
+9% +$7.46K 0.02% 247
2022
Q4 		$76.6K Buy
34,810
+3,457
+11% +$7.11K 0.02% 242
2022
Q3 		$56K Buy
+31,353
New +$65.1K 0.01% 222
2022
Q2 		– Sell
-18,327
Closed -$44K – 243
2022
Q1 		$44K Buy
+18,327
New +$48.7K 0.01% 241
2020
Q1 		– Sell
-22,894
Closed -$76K – 95
2019
Q4 		$76K Sell
22,894
-9,295
-29% -$28.1K 0.02% 113
2019
Q3 		$85K Buy
32,189
+5,897
+22% +$15.3K 0.03% 112
2019
Q2 		$75K Buy
26,292
+1,024
+4% +$3.17K 0.03% 110
2019
Q1 		$81K Buy
25,268
+1,821
+8% +$5.57K 0.03% 196
2018
Q4 		$60K Buy
23,447
+22,488
+2,345% +$63.9K 0.02% 207
2018
Q3 		$2K Buy
959
+178
+23% +$571 ﹤0.01% 812
2018
Q2 		$3K Buy
+781
New +$2.78K ﹤0.01% 784
2018
Q1 		– Sell
-2,575
Closed -$9K – 873
2017
Q4 		$9K Buy
+2,575
New +$9.28K ﹤0.01% 505

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 $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Financial Advisors's LYG Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 42,999 shares — an estimated $195K sold.

Legacy Financial Advisors first reported a position in LYG in Q4 2017 and held it in 21 quarters. The position peaked at $195K in Q3 2025. 514 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 42,999 Lloyds Banking Group shares in Q4 2025, an estimated $195K.
  • Legacy Financial Advisors first reported a position in Lloyds Banking Group in Q4 2017 and held it in 21 quarters.
  • Legacy Financial Advisors's Lloyds Banking Group position peaked at $195K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.