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Scott Marsh Financial’s Lloyds Banking Group LYG Stock Holding History

Scott Marsh Financial’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
Q2 		$112K Buy
+26,243
New +$104K 0.04% 248

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Scott Marsh Financial's LYG Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Lloyds Banking Group (LYG) in Q2 2025: 26,243 shares worth $112K. The stake represents 0.04% of the portfolio and ranks #248 among its holdings.

477 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Scott Marsh Financial held 26,243 shares of Lloyds Banking Group worth $112K as of Q2 2025.
  • Lloyds Banking Group was a new Scott Marsh Financial position in Q2 2025.
  • Lloyds Banking Group made up 0.04% of Scott Marsh Financial's portfolio in Q2 2025, its #248 holding.
  • 477 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.