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Semmax Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Semmax Financial 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
2025
Q2 		$2.88M Buy
645,729
+4,242
+0.7% +$16.9K 0.74% 52
2025
Q1 		$2.56M Sell
641,487
-145,242
-18% -$480K 0.69% 55
2024
Q4 		$2.52M Buy
786,729
+17,964
+2% +$51.3K 0.67% 58
2024
Q3 		$2.11M Sell
768,765
-10,821
-1% -$32.5K 0.58% 66
2024
Q2 		$2.32M Sell
779,586
-16,048
-2% -$43K 0.7% 58
2024
Q1 		$2.21M Sell
795,634
-124,835
-14% -$286K 0.73% 57
2023
Q4 		$1.86M Sell
920,469
-103,560
-10% -$222K 0.68% 57
2023
Q3 		$2.08M Buy
+1,024,029
New +$2.22M 0.83% 51
2022
Q4 		$2.88M Sell
1,193,558
-4,117
-0.3% -$8.47K 1.15% 36
2022
Q3 		$2.3M Buy
1,197,675
+78,998
+7% +$164K 0.97% 35
2022
Q2 		$2.54M Buy
1,118,677
+187,974
+20% +$415K 1.04% 38
2022
Q1 		$2.24M Buy
930,703
+81,938
+10% +$218K 0.88% 46
2021
Q4 		$2.16M Buy
848,765
+263,117
+45% +$671K 0.8% 54
2021
Q3 		$1.44M Sell
585,648
-36,222
-6% -$88.7K 0.5% 63
2021
Q2 		$1.59M Buy
621,870
+17,366
+3% +$44.6K 0.51% 64
2021
Q1 		$1.4M Buy
604,504
+31,855
+6% +$66.2K 0.5% 66
2020
Q4 		$1.12M Sell
572,649
-60,712
-10% -$102K 0.46% 69
2020
Q3 		$823K Buy
633,361
+35,580
+6% +$49.9K 0.39% 72
2020
Q2 		$897K Buy
597,781
+65,705
+12% +$98.5K 0.47% 65
2020
Q1 		$803K Buy
532,076
+114,315
+27% +$295K 0.51% 61
2019
Q4 		$1.38M Sell
417,761
-42,629
-9% -$129K 0.76% 50
2019
Q3 		$1.22M Buy
460,390
+70,794
+18% +$184K 0.73% 50
2019
Q2 		$1.11M Buy
389,596
+256,337
+192% +$793K 0.71% 49
2019
Q1 		$428K Buy
133,259
+78,905
+145% +$241K 0.3% 88
2018
Q4 		$139K Buy
+54,354
New +$155K 0.11% 132

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $72.6B AUM 54.88% 1-Year Est. Return

Semmax Financial Advisors's LYG Position: Q2 2025 in Review

Semmax Financial Advisors increased its Lloyds Banking Group (LYG) stake by 0.66% in Q2 2025, buying an estimated $16.9K and bringing the position to 645,729 shares worth $2.88M. The position accounts for 0.74% of the portfolio, ranked #52.

Semmax Financial Advisors first reported a position in LYG in Q4 2018 and has held it in 25 quarters since. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Semmax Financial Advisors held 645,729 shares of Lloyds Banking Group worth $2.88M as of Q2 2025.
  • Semmax Financial Advisors bought 4,242 Lloyds Banking Group shares in Q2 2025, an estimated $16.9K.
  • Lloyds Banking Group made up 0.74% of Semmax Financial Advisors's portfolio in Q2 2025, its #52 holding.
  • Semmax Financial Advisors first reported a position in Lloyds Banking Group in Q4 2018 and has held it in 25 quarters since.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.