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Marcum Wealth’s Lloyds Banking Group LYG Stock Holding History

Marcum Wealth’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 		$326K Buy
85,341
+9,951
+13% +$32.9K 0.03% 268
2024
Q4 		$205K Sell
75,390
-7,596
-9% -$21.7K 0.02% 358
2024
Q3 		$259K Buy
82,986
+206
+0.2% +$618 0.02% 315
2024
Q2 		$226K Buy
82,780
+11,540
+16% +$31K 0.02% 320
2024
Q1 		$185K Sell
71,240
-8,822
-11% -$20.2K 0.02% 350
2023
Q4 		$191K Sell
80,062
-3,366
-4% -$7.21K 0.02% 340
2023
Q3 		$178K Buy
83,428
+1,664
+2% +$3.61K 0.02% 325
2023
Q2 		$180K Sell
81,764
-215
-0.3% -$493 0.02% 337
2023
Q1 		$190K Buy
81,979
+13,425
+20% +$32.5K 0.02% 328
2022
Q4 		$151K Buy
68,554
+5,575
+9% +$11.5K 0.02% 313
2022
Q3 		$113K Buy
62,979
+7,950
+14% +$16.5K 0.02% 314
2022
Q2 		$112K Buy
55,029
+269
+0.5% +$594 0.02% 308
2022
Q1 		$132K Buy
54,760
+12,553
+30% +$33.4K 0.02% 330
2021
Q4 		$108K Buy
42,207
+15,054
+55% +$38.4K 0.02% 330
2021
Q3 		$67K Buy
27,153
+74
+0.3% +$181 0.01% 319
2021
Q2 		$69K Buy
27,079
+902
+3% +$2.32K 0.01% 289
2021
Q1 		$61K Buy
26,177
+919
+4% +$1.91K 0.01% 288
2020
Q4 		$50K Sell
25,258
-1,958
-7% -$3.3K 0.01% 148
2020
Q3 		$35K Sell
27,216
-8,027
-23% -$11.3K 0.01% 119
2020
Q2 		$53K Hold
35,243
– – 0.02% 116
2020
Q1 		$53K Buy
35,243
+10,166
+41% +$26.2K 0.02% 92
2019
Q4 		$83K Buy
+25,077
New +$75.8K 0.03% 103

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
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

Marcum Wealth's LYG Position: Q1 2025 in Review

Marcum Wealth increased its Lloyds Banking Group (LYG) stake by 13% in Q1 2025, buying an estimated $32.9K and bringing the position to 85,341 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #268.

Marcum Wealth first reported a position in LYG in Q4 2019 and has held it in 22 quarters since. 454 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • Marcum Wealth held 85,341 shares of Lloyds Banking Group worth $326K as of Q1 2025.
  • Marcum Wealth bought 9,951 Lloyds Banking Group shares in Q1 2025, an estimated $32.9K.
  • Lloyds Banking Group made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #268 holding.
  • Marcum Wealth first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 22 quarters since.
  • 454 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.