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SageView Advisory Group’s Lloyds Banking Group LYG Stock Holding History

SageView Advisory Group’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 		$61.5K Hold
11,612
– – ﹤0.01% 992
2025
Q3 		$52.7K Buy
11,612
+101
+0.9% +$442 ﹤0.01% 637
2025
Q2 		$48.3K Buy
11,511
+177
+2% +$704 ﹤0.01% 612
2025
Q1 		$43.3K Sell
11,334
-17
-0.1% -$56 ﹤0.01% 593
2024
Q4 		$30.9K Sell
11,351
-37
-0.3% -$106 ﹤0.01% 584
2024
Q3 		$35.5K Sell
11,388
-24,287
-68% -$72.9K ﹤0.01% 506
2024
Q2 		$97.4K Buy
+35,675
New +$95.7K ﹤0.01% 552
2024
Q1 		– Sell
-40,601
Closed -$85.7K – 660
2023
Q4 		$85.7K Buy
+40,601
New +$87K ﹤0.01% 630
2023
Q3 		– Sell
-10,101
Closed -$22.2K – 537
2023
Q2 		$22.2K Buy
+10,101
New +$23.2K ﹤0.01% 542

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
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

SageView Advisory Group's LYG Position: Q4 2025 in Review

SageView Advisory Group held its Lloyds Banking Group (LYG) position steady in Q4 2025 at 11,612 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

SageView Advisory Group first reported a position in LYG in Q2 2023 and has held it in 9 quarters since. The position peaked at $97.4K in Q2 2024. 514 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • SageView Advisory Group held 11,612 shares of Lloyds Banking Group worth $61.5K as of Q4 2025.
  • SageView Advisory Group left its Lloyds Banking Group share count unchanged in Q4 2025.
  • Lloyds Banking Group made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #992 holding.
  • SageView Advisory Group first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 9 quarters since.
  • SageView Advisory Group's Lloyds Banking Group position peaked at $97.4K in Q2 2024.
  • 514 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.