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Syverson Strege & Co’s Lloyds Banking Group LYG Stock Holding History

Syverson Strege & Co’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
-11,421
Closed -$48.5K – 171
2025
Q2 		$48.5K Buy
+11,421
New +$45.4K 0.01% 167
2023
Q2 		– Sell
-4,605
Closed -$10.7K – 388
2023
Q1 		$10.7K Buy
+4,605
New +$11.1K ﹤0.01% 246
2021
Q4 		– Sell
-2,851
Closed -$7K – 413
2021
Q3 		$7K Buy
+2,851
New +$6.98K 0.01% 282

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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Syverson Strege & Co's LYG Position: Q3 2025 in Review

Syverson Strege & Co sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 11,421 shares — an estimated $48.5K sold.

Syverson Strege & Co first reported a position in LYG in Q3 2021 and held it in 3 quarters. The position peaked at $48.5K in Q2 2025. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Syverson Strege & Co reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
  • Syverson Strege & Co sold 11,421 Lloyds Banking Group shares in Q3 2025, an estimated $48.5K.
  • Syverson Strege & Co first reported a position in Lloyds Banking Group in Q3 2021 and held it in 3 quarters.
  • Syverson Strege & Co's Lloyds Banking Group position peaked at $48.5K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Syverson Strege & Co's 13F filing for Q3 2025, filed 1 Dec 2025.