Pitcairn’s Lloyds Banking Group LYG Stock Holding History

Pitcairn’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	-57,903	Closed	-$263K	–	325
2025 Q3	$263K	Sell	57,903 -14,207	-20%	-$62.1K	0.02%	538
2025 Q2	$306K	Sell	72,110 -9,803	-12%	-$39K	0.02%	557
2025 Q1	$313K	Buy	81,913 +4,798	+6%	+$15.9K	0.02%	565
2024 Q4	$210K	Buy	77,115 +5,003	+7%	+$14.3K	0.01%	671
2024 Q3	$225K	Buy	72,112 +2,986	+4%	+$8.96K	0.01%	665
2024 Q2	$189K	Buy	69,126 +7,037	+11%	+$18.9K	0.01%	691
2024 Q1	$161K	Buy	62,089 +13,643	+28%	+$31.3K	0.01%	694
2023 Q4	$116K	Buy	48,446 +35,594	+277%	+$76.2K	0.01%	659
2023 Q3	$27.4K	Sell	12,852 -10,414	-45%	-$22.6K	﹤0.01%	637
2023 Q2	$51.2K	Buy	23,266 +1,189	+5%	+$2.73K	﹤0.01%	649
2023 Q1	$51.2K	Buy	22,077 +9,848	+81%	+$23.8K	﹤0.01%	597
2022 Q4	$26.9K	Buy	+12,229	New	+$25.2K	﹤0.01%	581
2022 Q3	–	Sell	-19,966	Closed	-$41K	–	587
2022 Q2	$41K	Buy	+19,966	New	+$44.1K	﹤0.01%	572

Other funds holding LYG

Fisher Asset Management

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return