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Marshall & Sterling Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		– Sell
-675
Closed -$2.58K – 666
2025
Q1 		$2.58K Buy
+675
New +$2.23K ﹤0.01% 524

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

Marshall & Sterling Wealth Advisors's LYG Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 675 shares — an estimated $2.58K sold.

Marshall & Sterling Wealth Advisors first reported a position in LYG in Q1 2025 and held it in 1 quarter. The position peaked at $2.58K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 675 Lloyds Banking Group shares in Q2 2025, an estimated $2.58K.
  • Marshall & Sterling Wealth Advisors first reported a position in Lloyds Banking Group in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Lloyds Banking Group position peaked at $2.58K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.