Orion Portfolio Solutions’s Lloyds Banking Group LYG Stock Holding History

Orion Portfolio Solutions’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	$3.58M	Buy	935,947 +83,317	+10%	+$276K	0.04%	462
2024 Q4	$2.32M	Sell	852,630 -92,950	-10%	-$265K	0.02%	629
2024 Q3	$2.95M	Buy	945,580 +397,454	+73%	+$1.19M	0.03%	515
2024 Q2	$1.5M	Buy	548,126 +396,044	+260%	+$1.06M	0.02%	780
2024 Q1	$394K	Sell	152,082 -40,308	-21%	-$92.5K	﹤0.01%	1369
2023 Q4	$469K	Sell	192,390 -37,351	-16%	-$80K	0.01%	1235
2023 Q3	$489K	Buy	229,741 +7,275	+3%	+$15.8K	0.01%	1213
2023 Q2	$489K	Buy	222,466 +114,042	+105%	+$262K	0.01%	1216
2023 Q1	$252K	Buy	+108,424	New	+$262K	﹤0.01%	1411
2020 Q3	–	Sell	-690	Closed	-$1K	–	1370
2020 Q2	$1K	Hold	690	–	–	﹤0.01%	2020
2020 Q1	$1K	Sell	690 -89	-11%	-$229	﹤0.01%	1753
2019 Q4	$3K	Buy	+779	New	+$2.36K	﹤0.01%	1417

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's LYG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Lloyds Banking Group (LYG) stake by 9.8% in Q1 2025, buying an estimated $276K and bringing the position to 935,947 shares worth $3.58M. The position accounts for 0.04% of the portfolio, ranked #462.

Orion Portfolio Solutions first reported a position in LYG in Q4 2019 and has held it in 12 quarters since. 454 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

Orion Portfolio Solutions held 935,947 shares of Lloyds Banking Group worth $3.58M as of Q1 2025.
Orion Portfolio Solutions bought 83,317 Lloyds Banking Group shares in Q1 2025, an estimated $276K.
Lloyds Banking Group made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #462 holding.
Orion Portfolio Solutions first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 12 quarters since.
454 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.