Swan Capital’s Lloyds Banking Group LYG Stock Holding History

Swan Capital’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	-591	Closed	-$2.51K	–	526
2025 Q2	$2.51K	Buy	+591	New	+$2.35K	﹤0.01%	306

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

Swan Capital's LYG Position: Q3 2025 in Review

Swan Capital sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 591 shares — an estimated $2.51K sold.

Swan Capital first reported a position in LYG in Q2 2025 and held it in 1 quarter. The position peaked at $2.51K in Q2 2025. 479 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

Swan Capital reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
Swan Capital sold 591 Lloyds Banking Group shares in Q3 2025, an estimated $2.51K.
Swan Capital first reported a position in Lloyds Banking Group in Q2 2025 and held it in 1 quarter.
Swan Capital's Lloyds Banking Group position peaked at $2.51K in Q2 2025.
479 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Swan Capital's 13F filing for Q3 2025, filed 14 Nov 2025.