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Mendota Financial Group’s Lloyds Banking Group LYG Stock Holding History

Mendota Financial Group’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 		– Sell
-232
Closed -$632 – 257
2024
Q4 		$632 Sell
232
-109
-32% -$311 ﹤0.01% 318
2024
Q3 		$1.06K Buy
341
+109
+47% +$327 ﹤0.01% 347
2024
Q2 		$634 Buy
+232
New +$622 ﹤0.01% 317

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 $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mendota Financial Group's LYG Position: Q1 2025 in Review

Mendota Financial Group sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 232 shares — an estimated $632 sold.

Mendota Financial Group first reported a position in LYG in Q2 2024 and held it in 3 quarters. The position peaked at $1.06K in Q3 2024. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • Mendota Financial Group reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 232 Lloyds Banking Group shares in Q1 2025, an estimated $632.
  • Mendota Financial Group first reported a position in Lloyds Banking Group in Q2 2024 and held it in 3 quarters.
  • Mendota Financial Group's Lloyds Banking Group position peaked at $1.06K in Q3 2024.
  • 455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.