Sunpointe’s Lloyds Banking Group LYG Stock Holding History

Sunpointe’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	-13,188	Closed	-$56K	–	264
2025 Q2	$56K	Buy	+13,188	New	+$52.4K	0.02%	234

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

Sunpointe's LYG Position: Q3 2025 in Review

Sunpointe sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 13,188 shares — an estimated $56K sold.

Sunpointe first reported a position in LYG in Q2 2025 and held it in 1 quarter. The position peaked at $56K in Q2 2025. 479 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

Sunpointe reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
Sunpointe sold 13,188 Lloyds Banking Group shares in Q3 2025, an estimated $56K.
Sunpointe first reported a position in Lloyds Banking Group in Q2 2025 and held it in 1 quarter.
Sunpointe's Lloyds Banking Group position peaked at $56K in Q2 2025.
479 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Sunpointe's 13F filing for Q3 2025, filed 12 Nov 2025.