Lido Advisors
LYG icon

Lido Advisors’s Lloyds Banking Group LYG Stock Holding History

Lido 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
2026
Q1 		$335K Buy
66,573
+2,556
+4% +$14K ﹤0.01% 1507
2025
Q4 		$295K Buy
64,017
+6,170
+11% +$29.9K ﹤0.01% 1577
2025
Q3 		$263K Buy
57,847
+21,067
+57% +$92.1K ﹤0.01% 1556
2025
Q2 		$156K Buy
36,780
+1,737
+5% +$6.91K ﹤0.01% 1549
2025
Q1 		$134K Sell
35,043
-703
-2% -$2.33K ﹤0.01% 1429
2024
Q4 		$97.2K Buy
35,746
+5,970
+20% +$17.1K ﹤0.01% 1445
2024
Q3 		$92.9K Sell
29,776
-2,164
-7% -$6.49K ﹤0.01% 1402
2024
Q2 		$87.2K Buy
31,940
+13,219
+71% +$35.5K ﹤0.01% 1350
2024
Q1 		$48.5K Buy
18,721
+1,358
+8% +$3.12K ﹤0.01% 1350
2023
Q4 		$41.5K Buy
17,363
+4,270
+33% +$9.14K ﹤0.01% 1319
2023
Q3 		$27.9K Buy
13,093
+1,170
+10% +$2.54K ﹤0.01% 1187
2023
Q2 		$26.2K Buy
+11,923
New +$27.3K ﹤0.01% 1199
2020
Q1 		– Sell
-23,974
Closed -$79K – 640
2019
Q4 		$79K Sell
23,974
-35,026
-59% -$106K ﹤0.01% 646
2019
Q3 		$156K Buy
+59,000
New +$153K 0.01% 560

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 $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return