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SAM
Smartleaf Asset Management’s
Lloyds Banking Group
LYG
Stock Holding History
Smartleaf Asset Management’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
$793K
Buy
164,084
+73,465
+81%
+$403K
0.03%
448
2025
Q4
$483K
Buy
90,619
+10,751
+13%
+$52.1K
0.02%
540
2025
Q3
$358K
Buy
79,868
+17,849
+29%
+$78K
0.02%
561
2025
Q2
$262K
Sell
62,019
-6,979
-10%
-$27.7K
0.02%
512
2025
Q1
$265K
Sell
68,998
-11,763
-15%
-$38.9K
0.03%
493
2024
Q4
$220K
Buy
80,761
+20,790
+35%
+$59.4K
0.02%
507
2024
Q3
$188K
Buy
59,971
+20,120
+50%
+$60.4K
0.02%
508
2024
Q2
$112K
Buy
39,851
+6,251
+19%
+$16.8K
0.02%
546
2024
Q1
$88.4K
Buy
33,600
+1,961
+6%
+$4.5K
0.02%
549
2023
Q4
$76.2K
Buy
+31,639
New
+$67.8K
0.02%
468
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1-Year Est. Return
MIP
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$6.69B AUM
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$1.9T AUM
41.92%
1-Year Est. Return
WCM Investment Management
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$43.8B AUM
42.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
CBU
CIBC Bancorp USA
Chicago, Illinois
$74B AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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