Nicolet Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Nicolet Advisory Services’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	$69.2K	Buy	+12,659	New	+$61.3K	﹤0.01%	415
2024 Q1	–	Sell	-12,953	Closed	-$30.8K	–	348
2023 Q4	$30.8K	Sell	12,953 -8,012	-38%	-$17.2K	﹤0.01%	317
2023 Q3	$42.6K	Buy	20,965 +7,089	+51%	+$15.4K	﹤0.01%	311
2023 Q2	$30.4K	Buy	13,876 +1,228	+10%	+$2.82K	﹤0.01%	306
2023 Q1	$30.2K	Sell	12,648 -477	-4%	-$1.15K	﹤0.01%	280
2022 Q4	$30.7K	Buy	+13,125	New	+$27K	﹤0.01%	237

Other funds holding LYG

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nicolet Advisory Services's LYG Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in Lloyds Banking Group (LYG) in Q4 2025: 12,659 shares worth $69.2K. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings. This is a return to the name: Nicolet Advisory Services previously reported a position in LYG as recently as Q4 2023.

Nicolet Advisory Services first reported a position in LYG in Q4 2022 and has held it in 6 quarters since. 515 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

Nicolet Advisory Services held 12,659 shares of Lloyds Banking Group worth $69.2K as of Q4 2025.
Lloyds Banking Group was a new Nicolet Advisory Services position in Q4 2025.
Lloyds Banking Group made up ﹤0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #415 holding.
Nicolet Advisory Services first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 6 quarters since.
515 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.