Simon Quick Advisors’s Lloyds Banking Group LYG Stock Holding History

Simon Quick 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	-10,253	Closed	-$54.3K	–	397
2025 Q4	$54.3K	Buy	+10,253	New	+$49.6K	﹤0.01%	389
2025 Q2	–	Sell	-12,949	Closed	-$49.5K	–	510
2025 Q1	$49.5K	Buy	12,949 +262	+2%	+$866	﹤0.01%	607
2024 Q4	$34.5K	Buy	+12,687	New	+$36.2K	﹤0.01%	488
2023 Q4	–	Sell	-10,029	Closed	-$21.4K	–	362
2023 Q3	$21.4K	Buy	+10,029	New	+$21.8K	﹤0.01%	350
2020 Q1	–	Sell	-2,131	Closed	-$7K	–	616
2019 Q4	$7K	Buy	+2,131	New	+$6.45K	﹤0.01%	441
2019 Q3	–	Sell	-817	Closed	-$2.32K	–	463
2019 Q2	$2.32K	Sell	817 -7,183	-90%	-$22.2K	﹤0.01%	354
2019 Q1	$26K	Buy	+8,000	New	+$24.5K	0.01%	278

Other funds holding LYG

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simon Quick Advisors's LYG Position: Q1 2026 in Review

Simon Quick Advisors sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 10,253 shares — an estimated $54.3K sold.

Simon Quick Advisors first reported a position in LYG in Q1 2019 and held it in 7 quarters. The position peaked at $54.3K in Q4 2025. 571 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Simon Quick Advisors reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Simon Quick Advisors sold 10,253 Lloyds Banking Group shares in Q1 2026, an estimated $54.3K.
Simon Quick Advisors first reported a position in Lloyds Banking Group in Q1 2019 and held it in 7 quarters.
Simon Quick Advisors's Lloyds Banking Group position peaked at $54.3K in Q4 2025.
571 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.