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Petros Family Wealth’s Lloyds Banking Group LYG Stock Holding History

Petros Family Wealth’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
Q2 		– Sell
-23,123
Closed -$88.3K – 139
2025
Q1 		$88.3K Buy
23,123
+1,468
+7% +$4.85K 0.1% 120
2024
Q4 		$58.9K Buy
+21,655
New +$61.8K 0.06% 128

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Petros Family Wealth's LYG Position: Q2 2025 in Review

Petros Family Wealth sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 23,123 shares — an estimated $88.3K sold.

Petros Family Wealth first reported a position in LYG in Q4 2024 and held it in 2 quarters. The position peaked at $88.3K in Q1 2025. 477 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Petros Family Wealth reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Petros Family Wealth sold 23,123 Lloyds Banking Group shares in Q2 2025, an estimated $88.3K.
  • Petros Family Wealth first reported a position in Lloyds Banking Group in Q4 2024 and held it in 2 quarters.
  • Petros Family Wealth's Lloyds Banking Group position peaked at $88.3K in Q1 2025.
  • 477 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Petros Family Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.