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Marks Group Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Marks Group Wealth Management’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
Q2 		– Sell
-220,620
Closed -$843K – 305
2025
Q1 		$843K Buy
220,620
+10,507
+5% +$34.7K 0.08% 194
2024
Q4 		$572K Buy
210,113
+33,205
+19% +$94.8K 0.06% 205
2024
Q3 		$552K Buy
176,908
+83,472
+89% +$250K 0.05% 216
2024
Q2 		$255K Buy
+93,436
New +$251K 0.03% 273

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marks Group Wealth Management's LYG Position: Q2 2025 in Review

Marks Group Wealth Management sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 220,620 shares — an estimated $843K sold.

Marks Group Wealth Management first reported a position in LYG in Q2 2024 and held it in 4 quarters. The position peaked at $843K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Marks Group Wealth Management reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 220,620 Lloyds Banking Group shares in Q2 2025, an estimated $843K.
  • Marks Group Wealth Management first reported a position in Lloyds Banking Group in Q2 2024 and held it in 4 quarters.
  • Marks Group Wealth Management's Lloyds Banking Group position peaked at $843K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.