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Rise Advisors’s Lloyds Banking Group LYG Stock Holding History

Rise 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 		– Sell
-1
Closed -$5 – 874
2025
Q3 		$5 Hold
1
– – ﹤0.01% 1526
2025
Q2 		$4 Hold
1
– – ﹤0.01% 1538
2025
Q1 		$4 Sell
1
-7,355
-100% -$24.3K ﹤0.01% 1499
2024
Q4 		$20K Hold
7,356
– – 0.01% 658
2024
Q3 		$23K Buy
7,356
+126
+2% +$378 0.01% 600
2024
Q2 		$19.7K Buy
7,230
+229
+3% +$614 0.01% 646
2024
Q1 		$18.1K Buy
+7,001
New +$16.1K 0.01% 710

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

Rise Advisors's LYG Position: Q4 2025 in Review

Rise Advisors sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 1 share — an estimated $5 sold.

Rise Advisors first reported a position in LYG in Q1 2024 and held it in 7 quarters. The position peaked at $23K in Q3 2024. 516 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Rise Advisors reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1 Lloyds Banking Group share in Q4 2025, an estimated $5.
  • Rise Advisors first reported a position in Lloyds Banking Group in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Lloyds Banking Group position peaked at $23K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.