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RWA Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

RWA Wealth Partners’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
-10,070
Closed -$45.7K – 622
2025
Q3 		$45.7K Buy
+10,070
New +$44K ﹤0.01% 604

Other funds holding LYG

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MIP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RWA Wealth Partners's LYG Position: Q4 2025 in Review

RWA Wealth Partners sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 10,070 shares — an estimated $45.7K sold.

RWA Wealth Partners first reported a position in LYG in Q3 2025 and held it in 1 quarter. The position peaked at $45.7K in Q3 2025. 513 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • RWA Wealth Partners reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 10,070 Lloyds Banking Group shares in Q4 2025, an estimated $45.7K.
  • RWA Wealth Partners first reported a position in Lloyds Banking Group in Q3 2025 and held it in 1 quarter.
  • RWA Wealth Partners's Lloyds Banking Group position peaked at $45.7K in Q3 2025.
  • 513 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on RWA Wealth Partners's 13F filing for Q4 2025, filed 12 Feb 2026.