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Provenance Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Provenance Wealth Advisors’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
-174
Closed -$665 – 494
2025
Q1 		$665 Hold
174
– – ﹤0.01% 505
2024
Q4 		$473 Hold
174
– – ﹤0.01% 538
2024
Q3 		$543 Hold
174
– – ﹤0.01% 576
2024
Q2 		$475 Hold
174
– – ﹤0.01% 497
2024
Q1 		$451 Hold
174
– – ﹤0.01% 526
2023
Q4 		$416 Hold
174
– – ﹤0.01% 582
2023
Q3 		$371 Buy
+174
New +$377 ﹤0.01% 471

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $72.6B AUM 54.88% 1-Year Est. Return

Provenance Wealth Advisors's LYG Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 174 shares — an estimated $665 sold.

Provenance Wealth Advisors first reported a position in LYG in Q3 2023 and held it in 7 quarters. The position peaked at $665 in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 174 Lloyds Banking Group shares in Q2 2025, an estimated $665.
  • Provenance Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Lloyds Banking Group position peaked at $665 in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.