Rockefeller Capital Management
LYG icon

Rockefeller Capital Management’s Lloyds Banking Group LYG Stock Holding History

Rockefeller Capital Management’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 		$4.42M Sell
877,782
-43,921
-5% -$241K 0.01% 968
2025
Q4 		$4.89M Buy
921,703
+7,570
+0.8% +$36.7K 0.01% 885
2025
Q3 		$4.15M Sell
914,133
-2,704,443
-75% -$11.8M 0.01% 889
2025
Q2 		$15.4M Buy
3,618,576
+1,173,565
+48% +$4.66M 0.03% 465
2025
Q1 		$9.34M Buy
2,445,011
+1,532,434
+168% +$5.07M 0.02% 587
2024
Q4 		$2.48M Buy
912,577
+183,484
+25% +$524K 0.01% 941
2024
Q3 		$2.27M Buy
729,093
+20,714
+3% +$62.2K 0.01% 953
2024
Q2 		$1.93M Buy
708,379
+40,208
+6% +$108K 0.01% 987
2024
Q1 		$1.73M Sell
668,171
-40,992
-6% -$94.1K 0.01% 1074
2023
Q4 		$1.69M Sell
709,163
-54,465
-7% -$117K 0.01% 973
2023
Q3 		$1.63M Sell
763,628
-62,432
-8% -$135K 0.01% 913
2023
Q2 		$1.82M Buy
826,060
+5,668
+0.7% +$13K 0.01% 880
2023
Q1 		$1.9M Buy
820,392
+333
+0% +$806 0.01% 829
2022
Q4 		$1.8M Sell
820,059
-15,247
-2% -$31.4K 0.01% 787
2022
Q3 		$1.49M Sell
835,306
-869,422
-51% -$1.81M 0.01% 863
2022
Q2 		$3.48M Buy
1,704,728
+210,595
+14% +$465K 0.02% 605
2022
Q1 		$3.6M Buy
1,494,133
+21,549
+1% +$57.3K 0.02% 625
2021
Q4 		$3.75M Buy
1,472,584
+13,364
+0.9% +$34.1K 0.02% 624
2021
Q3 		$3.57M Sell
1,459,220
-10
-0% -$24 0.02% 577
2021
Q2 		$3.72M Sell
1,459,230
-60,928
-4% -$156K 0.02% 533
2021
Q1 		$3.53M Buy
1,520,158
+197,113
+15% +$409K 0.02% 441
2020
Q4 		$2.59M Sell
1,323,045
-67,733
-5% -$114K 0.02% 454
2020
Q3 		$1.81M Buy
1,390,778
+113,973
+9% +$160K 0.02% 461
2020
Q2 		$1.92M Sell
1,276,805
-15,171
-1% -$22.8K 0.02% 402
2020
Q1 		$1.95M Buy
1,291,976
+232,222
+22% +$599K 0.03% 343
2019
Q4 		$3.51M Buy
1,059,754
+270,791
+34% +$819K 0.04% 255
2019
Q3 		$2.08M Buy
788,963
+779,531
+8,265% +$2.02M 0.03% 287
2019
Q2 		$27K Sell
9,432
-24,865
-72% -$76.9K ﹤0.01% 948
2019
Q1 		$110K Buy
+34,297
New +$105K ﹤0.01% 730

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 $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rockefeller Capital Management's LYG Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Lloyds Banking Group (LYG) stake by 4.8% in Q1 2026, selling an estimated $241K and leaving 877,782 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #968.

Rockefeller Capital Management first reported a position in LYG in Q1 2019 and has held it in 29 quarters since. The position peaked at $15.4M in Q2 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Rockefeller Capital Management held 877,782 shares of Lloyds Banking Group worth $4.42M as of Q1 2026.
  • Rockefeller Capital Management sold 43,921 Lloyds Banking Group shares in Q1 2026, an estimated $241K.
  • Lloyds Banking Group made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #968 holding.
  • Rockefeller Capital Management first reported a position in Lloyds Banking Group in Q1 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's Lloyds Banking Group position peaked at $15.4M in Q2 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.