Ohio Public Employees Retirement System (OPERS)’s Lloyds Banking Group LYG Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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
2026 Q1	–	Sell	-797	Closed	-$4.22K	–	2362
2025 Q4	$4.22K	Sell	797 -155,056	-99%	-$751K	﹤0.01%	2308
2025 Q3	$708K	Hold	155,853	–	–	﹤0.01%	1434
2025 Q2	$662K	Hold	155,853	–	–	﹤0.01%	1443
2025 Q1	$595K	Hold	155,853	–	–	﹤0.01%	1447
2024 Q4	$424K	Hold	155,853	–	–	﹤0.01%	1547
2024 Q3	$486K	Buy	+155,853	New	+$468K	﹤0.01%	1406

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Ohio Public Employees Retirement System (OPERS)'s LYG Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 797 shares — an estimated $4.22K sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in LYG in Q3 2024 and held it in 6 quarters. The position peaked at $708K in Q3 2025. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Ohio Public Employees Retirement System (OPERS) sold 797 Lloyds Banking Group shares in Q1 2026, an estimated $4.22K.
Ohio Public Employees Retirement System (OPERS) first reported a position in Lloyds Banking Group in Q3 2024 and held it in 6 quarters.
Ohio Public Employees Retirement System (OPERS)'s Lloyds Banking Group position peaked at $708K in Q3 2025.
569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.