Prudent Man Advisors’s Lloyds Banking Group LYG Stock Holding History

Prudent Man 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 Q3	–	Sell	-35,402	Closed	-$150K	–	160
2025 Q2	$150K	Buy	35,402 +1,076	+3%	+$4.28K	0.05%	177
2025 Q1	$131K	Hold	34,326	–	–	0.05%	169
2024 Q4	$93.4K	Hold	34,326	–	–	0.03%	169
2024 Q3	$107K	Hold	34,326	–	–	0.04%	183
2024 Q2	$93.7K	Hold	34,326	–	–	0.03%	173
2024 Q1	$88.9K	Sell	34,326 -7,337	-18%	-$16.8K	0.03%	177
2023 Q4	$99.6K	Sell	41,663 -7,651	-16%	-$16.4K	0.04%	187
2023 Q3	$105K	Sell	49,314 -1,703	-3%	-$3.69K	0.04%	186
2023 Q2	$112K	Hold	51,017	–	–	0.04%	204
2023 Q1	$118K	Hold	51,017	–	–	0.05%	198
2022 Q4	$112K	Buy	51,017 +14,964	+42%	+$30.8K	0.05%	199
2022 Q3	$65K	Buy	+36,053	New	+$74.8K	0.03%	168

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudent Man Advisors's LYG Position: Q3 2025 in Review

Prudent Man Advisors sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 35,402 shares — an estimated $150K sold.

Prudent Man Advisors first reported a position in LYG in Q3 2022 and held it in 12 quarters. The position peaked at $150K in Q2 2025. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

Prudent Man Advisors reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 35,402 Lloyds Banking Group shares in Q3 2025, an estimated $150K.
Prudent Man Advisors first reported a position in Lloyds Banking Group in Q3 2022 and held it in 12 quarters.
Prudent Man Advisors's Lloyds Banking Group position peaked at $150K in Q2 2025.
480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.