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Montag & Associates’s Lloyds Banking Group LYG Stock Holding History

Montag & Associates’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
Q4 		– Sell
-394
Closed -$1.79K – 1076
2025
Q3 		$1.79K Buy
+394
New +$1.72K ﹤0.01% 936

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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Montag & Associates's LYG Position: Q4 2025 in Review

Montag & Associates sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 394 shares — an estimated $1.79K sold.

Montag & Associates first reported a position in LYG in Q3 2025 and held it in 1 quarter. The position peaked at $1.79K in Q3 2025. 516 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Montag & Associates reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 394 Lloyds Banking Group shares in Q4 2025, an estimated $1.79K.
  • Montag & Associates first reported a position in Lloyds Banking Group in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Lloyds Banking Group position peaked at $1.79K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.