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Prosperity Consulting Group’s Lloyds Banking Group LYG Stock Holding History

Prosperity Consulting Group’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 		$142K Sell
28,200
-367
-1% -$2.01K 0.01% 517
2025
Q4 		$151K Buy
28,567
+260
+0.9% +$1.26K 0.01% 500
2025
Q3 		$129K Buy
28,307
+3,971
+16% +$17.4K 0.01% 488
2025
Q2 		$103K Sell
24,336
-43,995
-64% -$175K 0.01% 446
2025
Q1 		$261K Buy
68,331
+1,994
+3% +$6.59K 0.02% 386
2024
Q4 		$180K Buy
66,337
+5,111
+8% +$14.6K 0.01% 455
2024
Q3 		$191K Buy
61,226
+39,830
+186% +$120K 0.01% 450
2024
Q2 		$58.4K Sell
21,396
-66,562
-76% -$179K 0.01% 303
2024
Q1 		$228K Buy
87,958
+40,783
+86% +$93.6K 0.03% 306
2023
Q4 		$113K Buy
+47,175
New +$101K 0.04% 201

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