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Lindbrook Capital’s Lloyds Banking Group LYG Stock Holding History

Lindbrook Capital’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
Q1 		$101K Buy
26,505
+3,866
+17% +$12.8K 0.01% 671
2024
Q4 		$61.6K Sell
22,639
-2,486
-10% -$7.1K 0.01% 728
2024
Q3 		$78.4K Sell
25,125
-9,696
-28% -$29.1K 0.01% 638
2024
Q2 		$95.1K Buy
34,821
+1,959
+6% +$5.25K 0.01% 559
2024
Q1 		$85.1K Buy
32,862
+1,032
+3% +$2.37K 0.01% 585
2023
Q4 		$76.1K Buy
31,830
+1,154
+4% +$2.47K 0.01% 601
2023
Q3 		$65.3K Buy
30,676
+2,203
+8% +$4.78K 0.01% 596
2023
Q2 		$62.6K Sell
28,473
-3,588
-11% -$8.23K 0.01% 629
2023
Q1 		$74.4K Buy
32,061
+3,132
+11% +$7.58K 0.01% 560
2022
Q4 		$63.6K Sell
28,929
-1,643
-5% -$3.38K 0.01% 605
2022
Q3 		$55K Buy
30,572
+4,393
+17% +$9.12K 0.01% 612
2022
Q2 		$53K Sell
26,179
-1,594
-6% -$3.52K 0.01% 636
2022
Q1 		$67K Buy
27,773
+1,409
+5% +$3.75K 0.01% 590
2021
Q4 		$67K Sell
26,364
-105
-0.4% -$268 0.01% 627
2021
Q3 		$65K Buy
26,469
+1,359
+5% +$3.33K 0.02% 373
2021
Q2 		$64K Buy
25,110
+307
+1% +$788 0.01% 400
2021
Q1 		$58K Buy
24,803
+3,108
+14% +$6.46K 0.01% 396
2020
Q4 		$43K Buy
21,695
+398
+2% +$671 0.01% 446
2020
Q3 		$28K Buy
21,297
+4,876
+30% +$6.84K 0.01% 511
2020
Q2 		$25K Sell
16,421
-1,927
-11% -$2.89K 0.01% 542
2020
Q1 		$28K Sell
18,348
-2,324
-11% -$5.99K 0.01% 451
2019
Q4 		$68K Buy
20,672
+10,468
+103% +$31.7K 0.02% 351
2019
Q3 		$27K Sell
10,204
-5,577
-35% -$14.5K 0.01% 615
2019
Q2 		$44K Buy
15,781
+10,282
+187% +$31.8K 0.02% 459
2019
Q1 		$17K Buy
5,499
+3,574
+186% +$10.9K 0.01% 754
2018
Q4 		$4K Buy
+1,925
New +$5.47K ﹤0.01% 1067

Other funds holding LYG

Fisher Asset Management
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's LYG Position: Q1 2025 in Review

Lindbrook Capital increased its Lloyds Banking Group (LYG) stake by 17% in Q1 2025, buying an estimated $12.8K and bringing the position to 26,505 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #671.

Lindbrook Capital first reported a position in LYG in Q4 2018 and has held it in 26 quarters since. 454 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • Lindbrook Capital held 26,505 shares of Lloyds Banking Group worth $101K as of Q1 2025.
  • Lindbrook Capital bought 3,866 Lloyds Banking Group shares in Q1 2025, an estimated $12.8K.
  • Lloyds Banking Group made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #671 holding.
  • Lindbrook Capital first reported a position in Lloyds Banking Group in Q4 2018 and has held it in 26 quarters since.
  • 454 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.