SC
LYG icon

Stephens Consulting’s Lloyds Banking Group LYG Stock Holding History

Stephens Consulting’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 		– Sell
-98
Closed -$417 – 846
2025
Q2 		$417 Buy
+98
New +$390 ﹤0.01% 950

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stephens Consulting's LYG Position: Q3 2025 in Review

Stephens Consulting sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 98 shares — an estimated $417 sold.

Stephens Consulting first reported a position in LYG in Q2 2025 and held it in 1 quarter. The position peaked at $417 in Q2 2025. 479 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Stephens Consulting reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 98 Lloyds Banking Group shares in Q3 2025, an estimated $417.
  • Stephens Consulting first reported a position in Lloyds Banking Group in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Lloyds Banking Group position peaked at $417 in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.