Siligmueller & Norvid Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$51.8K	Buy	+11,402	New	+$49.8K	0.02%	156

Other funds holding LYG

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's LYG Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Lloyds Banking Group (LYG) in Q3 2025: 11,402 shares worth $51.8K. The stake represents 0.02% of the portfolio and ranks #156 among its holdings.

479 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 11,402 shares of Lloyds Banking Group worth $51.8K as of Q3 2025.
Lloyds Banking Group was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Lloyds Banking Group made up 0.02% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #156 holding.
479 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.