Symmetry Partners’s Lloyds Banking Group LYG Stock Holding History

Symmetry Partners’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	-10,589	Closed	-$48.1K	–	213
2025 Q3	$48.1K	Buy	+10,589	New	+$46.3K	0.01%	174

Other funds holding LYG

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Symmetry Partners's LYG Position: Q4 2025 in Review

Symmetry Partners sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 10,589 shares — an estimated $48.1K sold.

Symmetry Partners first reported a position in LYG in Q3 2025 and held it in 1 quarter. The position peaked at $48.1K in Q3 2025. 516 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

Symmetry Partners reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
Symmetry Partners sold 10,589 Lloyds Banking Group shares in Q4 2025, an estimated $48.1K.
Symmetry Partners first reported a position in Lloyds Banking Group in Q3 2025 and held it in 1 quarter.
Symmetry Partners's Lloyds Banking Group position peaked at $48.1K in Q3 2025.
516 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Symmetry Partners's 13F filing for Q4 2025, filed 27 Jan 2026.