Park Circle Company’s Lloyds Banking Group LYG Stock Holding History

Park Circle Company’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 Q3	–	Sell	-20,000	Closed	-$85K	–	97
2025 Q2	$85K	Hold	20,000	–	–	0.07%	65
2025 Q1	$76.4K	Hold	20,000	–	–	0.07%	65
2024 Q4	$54.4K	Hold	20,000	–	–	0.05%	68
2024 Q3	$62.4K	Hold	20,000	–	–	0.05%	67
2024 Q2	$54.6K	Hold	20,000	–	–	0.05%	72
2024 Q1	$51.8K	Hold	20,000	–	–	0.05%	73
2023 Q4	$47.8K	Hold	20,000	–	–	0.04%	80
2023 Q3	$42.6K	Hold	20,000	–	–	0.04%	73
2023 Q2	$44K	Hold	20,000	–	–	0.04%	74
2023 Q1	$46.4K	Hold	20,000	–	–	0.04%	78
2022 Q4	$44K	Hold	20,000	–	–	0.04%	78
2022 Q3	$36K	Hold	20,000	–	–	0.04%	92
2022 Q2	$41K	Hold	20,000	–	–	0.03%	100
2022 Q1	$48K	Hold	20,000	–	–	0.04%	84
2021 Q4	$51K	Hold	20,000	–	–	0.04%	86
2021 Q3	$49K	Hold	20,000	–	–	0.04%	85
2021 Q2	$51K	Hold	20,000	–	–	0.04%	77
2021 Q1	$46K	Hold	20,000	–	–	0.04%	72
2020 Q4	$39K	Hold	20,000	–	–	0.04%	70
2020 Q3	$26K	Hold	20,000	–	–	0.03%	69
2020 Q2	$30K	Sell	20,000 -203,000	-91%	-$304K	0.04%	59
2020 Q1	$336K	Buy	223,000 +192,000	+619%	+$495K	0.41%	38
2019 Q4	$103K	Hold	31,000	–	–	0.07%	61
2019 Q3	$82K	Hold	31,000	–	–	0.04%	66
2019 Q2	$88K	Hold	31,000	–	–	0.06%	58
2019 Q1	$100K	Buy	31,000 +7,000	+29%	+$21.4K	0.07%	55
2018 Q4	$61K	Buy	24,000 +4,000	+20%	+$11.4K	0.05%	48
2018 Q3	$61K	Hold	20,000	–	–	0.04%	58
2018 Q2	$67K	Hold	20,000	–	–	0.04%	58
2018 Q1	$74K	Hold	20,000	–	–	0.05%	60
2017 Q4	$75K	Hold	20,000	–	–	0.04%	59
2017 Q3	$73K	Hold	20,000	–	–	0.04%	60
2017 Q2	$71K	Hold	20,000	–	–	0.04%	64
2017 Q1	$68K	Hold	20,000	–	–	0.04%	64
2016 Q4	$62K	Hold	20,000	–	–	0.04%	75
2016 Q3	$57K	Buy	20,000 +3,000	+18%	+$8.92K	0.04%	75
2016 Q2	$50K	Buy	17,000 +6,000	+55%	+$23.5K	0.04%	69
2016 Q1	$43K	Buy	11,000 +6,000	+120%	+$23.2K	0.03%	70
2015 Q4	$22K	Hold	5,000	–	–	0.01%	82
2015 Q3	$23K	Buy	5,000 +2,500	+100%	+$12.5K	0.02%	82
2015 Q2	$14K	Hold	2,500	–	–	0.01%	97
2015 Q1	$12K	Buy	+2,500	New	+$11.6K	0.01%	92

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

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Park Circle Company's LYG Position: Q3 2025 in Review

Park Circle Company sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 20,000 shares — an estimated $85K sold.

Park Circle Company first reported a position in LYG in Q1 2015 and held it in 42 quarters. The position peaked at $336K in Q1 2020. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

Park Circle Company reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
Park Circle Company sold 20,000 Lloyds Banking Group shares in Q3 2025, an estimated $85K.
Park Circle Company first reported a position in Lloyds Banking Group in Q1 2015 and held it in 42 quarters.
Park Circle Company's Lloyds Banking Group position peaked at $336K in Q1 2020.
480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Park Circle Company's 13F filing for Q3 2025, filed 7 Nov 2025.