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Symmetry Investments’s Lloyds Banking Group LYG Stock Holding History

Symmetry Investments’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 		$10.1M Buy
2,002,600
+1,702,600
+568% +$9.34M 1.1% 22
2025
Q4 		$1.59M Buy
+300,000
New +$1.45M 0.14% 104

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 $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Symmetry Investments's LYG Position: Q1 2026 in Review

Symmetry Investments increased its Lloyds Banking Group (LYG) stake by 525% in Q1 2026, buying an estimated $4.2M and bringing the position to 911,500 shares worth $4.58M. The position accounts for 0.5% of the portfolio, ranked #54.

Symmetry Investments first reported a position in LYG in Q2 2025 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Symmetry Investments held 911,500 shares of Lloyds Banking Group worth $4.58M as of Q1 2026.
  • Symmetry Investments bought 765,700 Lloyds Banking Group shares in Q1 2026, an estimated $4.2M.
  • Lloyds Banking Group made up 0.5% of Symmetry Investments's portfolio in Q1 2026, its #54 holding.
  • Symmetry Investments first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 4 quarters since.
  • 569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Symmetry Investments's 13F filing for Q1 2026, filed 15 May 2026.