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Palisade Asset Management’s Lloyds Banking Group LYG Stock Holding History

Palisade Asset Management’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
-205
Closed -$931 – 467
2025
Q3 		$931 Buy
+205
New +$896 ﹤0.01% 517
2018
Q3 		– Sell
-17,588
Closed -$59K – 166
2018
Q2 		$59K Buy
+17,588
New +$62.5K 0.01% 164

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

Palisade Asset Management's LYG Position: Q4 2025 in Review

Palisade Asset Management sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 205 shares — an estimated $931 sold.

Palisade Asset Management first reported a position in LYG in Q2 2018 and held it in 2 quarters. The position peaked at $59K in Q2 2018. 516 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Palisade Asset Management reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 205 Lloyds Banking Group shares in Q4 2025, an estimated $931.
  • Palisade Asset Management first reported a position in Lloyds Banking Group in Q2 2018 and held it in 2 quarters.
  • Palisade Asset Management's Lloyds Banking Group position peaked at $59K in Q2 2018.
  • 516 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.