LA
LYG icon

Lifeworks Advisors’s Lloyds Banking Group LYG Stock Holding History

Lifeworks 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 		$125K Buy
24,866
+631
+3% +$3.46K 0.02% 297
2025
Q4 		$128K Buy
24,235
+953
+4% +$4.61K 0.02% 326
2025
Q3 		$106K Buy
23,282
+1,628
+8% +$7.12K 0.01% 323
2025
Q2 		$92K Buy
21,654
+690
+3% +$2.74K 0.01% 307
2025
Q1 		$80.1K Sell
20,964
-4,278
-17% -$14.1K 0.01% 303
2024
Q4 		$68.7K Sell
25,242
-1,643
-6% -$4.69K 0.01% 302
2024
Q3 		$83.9K Buy
26,885
+520
+2% +$1.56K 0.02% 292
2024
Q2 		$72K Sell
26,365
-246
-0.9% -$660 0.02% 222
2024
Q1 		$68.9K Buy
+26,611
New +$61.1K 0.02% 226

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