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Steigerwald Gordon & Koch’s Lloyds Banking Group LYG Stock Holding History

Steigerwald Gordon & Koch’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
Q4 		– Sell
-1,244
Closed -$5.65K – 932
2025
Q3 		$5.65K Buy
+1,244
New +$5.44K ﹤0.01% 605

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Steigerwald Gordon & Koch's LYG Position: Q4 2025 in Review

Steigerwald Gordon & Koch sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 1,244 shares — an estimated $5.65K sold.

Steigerwald Gordon & Koch first reported a position in LYG in Q3 2025 and held it in 1 quarter. The position peaked at $5.65K in Q3 2025. 516 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Steigerwald Gordon & Koch reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 1,244 Lloyds Banking Group shares in Q4 2025, an estimated $5.65K.
  • Steigerwald Gordon & Koch first reported a position in Lloyds Banking Group in Q3 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's Lloyds Banking Group position peaked at $5.65K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2025, filed 23 Jan 2026.