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Sage Mountain Advisors’s Lloyds Banking Group LYG Stock Holding History

Sage Mountain 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
2026
Q1 		– Sell
-24,681
Closed -$131K – 451
2025
Q4 		$131K Hold
24,681
– – 0.01% 496
2025
Q3 		$112K Buy
24,681
+998
+4% +$4.36K 0.01% 488
2025
Q2 		$101K Hold
23,683
– – 0.01% 441
2025
Q1 		$90.5K Hold
23,683
– – 0.01% 421
2024
Q4 		$64.4K Sell
23,683
-3,843
-14% -$11K ﹤0.01% 425
2024
Q3 		$85.9K Hold
27,526
– – 0.01% 427
2024
Q2 		$75.1K Buy
27,526
+4,520
+20% +$12.1K 0.01% 375
2024
Q1 		$59.6K Buy
23,006
+143
+0.6% +$328 0.01% 358
2023
Q4 		$54.6K Sell
22,863
-169
-0.7% -$362 0.01% 306
2023
Q3 		$49.1K Sell
23,032
-196
-0.8% -$425 0.01% 305
2023
Q2 		$51.1K Sell
23,228
-1,633
-7% -$3.75K 0.01% 299
2023
Q1 		$57.7K Buy
+24,861
New +$60.2K 0.01% 280

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sage Mountain Advisors's LYG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 24,681 shares — an estimated $131K sold.

Sage Mountain Advisors first reported a position in LYG in Q1 2023 and held it in 12 quarters. The position peaked at $131K in Q4 2025. 572 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 24,681 Lloyds Banking Group shares in Q1 2026, an estimated $131K.
  • Sage Mountain Advisors first reported a position in Lloyds Banking Group in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Lloyds Banking Group position peaked at $131K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.