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PFG Investments’s Lloyds Banking Group LYG Stock Holding History

PFG Investments’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 		$61.9K Hold
12,313
– – ﹤0.01% 1148
2025
Q4 		$65.3K Sell
12,313
-1,000
-8% -$4.84K ﹤0.01% 1109
2025
Q3 		$60.4K Sell
13,313
-1,706
-11% -$7.46K ﹤0.01% 1077
2025
Q2 		$63.8K Sell
15,019
-569
-4% -$2.26K ﹤0.01% 999
2025
Q1 		$59.5K Buy
15,588
+3,725
+31% +$12.3K ﹤0.01% 963
2024
Q4 		$32.3K Hold
11,863
– – ﹤0.01% 996
2024
Q3 		$37K Buy
11,863
+203
+2% +$609 ﹤0.01% 979
2024
Q2 		$31.8K Buy
11,660
+366
+3% +$982 ﹤0.01% 907
2024
Q1 		$29.3K Buy
+11,294
New +$25.9K ﹤0.01% 1012

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return