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Mid-American Wealth Advisory Group’s Lloyds Banking Group LYG Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-1,921
Closed -$8.16K – 197
2025
Q2 		$8.16K Buy
+1,921
New +$7.64K ﹤0.01% 193

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mid-American Wealth Advisory Group's LYG Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 1,921 shares — an estimated $8.16K sold.

Mid-American Wealth Advisory Group first reported a position in LYG in Q2 2025 and held it in 1 quarter. The position peaked at $8.16K in Q2 2025. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 1,921 Lloyds Banking Group shares in Q3 2025, an estimated $8.16K.
  • Mid-American Wealth Advisory Group first reported a position in Lloyds Banking Group in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Lloyds Banking Group position peaked at $8.16K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.