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

Redmont 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
Q4 		$14.7K Hold
2,771
– – 0.02% 149
2025
Q3 		$12.6K Hold
2,771
– – 0.02% 168
2025
Q2 		$11.8K Buy
+2,771
New +$11K 0.02% 168
2024
Q4 		– Sell
-2,771
Closed -$8.65K – 198
2024
Q3 		$8.65K Hold
2,771
– – 0.01% 188
2024
Q2 		$7.57K Hold
2,771
– – 0.01% 207
2024
Q1 		$7.18K Buy
+2,771
New +$6.36K 0.01% 214

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Redmont Wealth Advisors's LYG Position: Q4 2025 in Review

Redmont Wealth Advisors held its Lloyds Banking Group (LYG) position steady in Q4 2025 at 2,771 shares worth $14.7K. The position accounts for 0.02% of the portfolio, ranked #149.

Redmont Wealth Advisors first reported a position in LYG in Q1 2024 and has held it in 6 quarters since. 515 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Redmont Wealth Advisors held 2,771 shares of Lloyds Banking Group worth $14.7K as of Q4 2025.
  • Redmont Wealth Advisors left its Lloyds Banking Group share count unchanged in Q4 2025.
  • Lloyds Banking Group made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #149 holding.
  • Redmont Wealth Advisors first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 6 quarters since.
  • 515 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.