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Twin City Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Twin City Private Wealth’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 		$1.76M Buy
350,118
+11,898
+4% +$65.3K 1.34% 28
2025
Q4 		$1.79M Sell
338,220
-50,573
-13% -$245K 1.36% 27
2025
Q3 		$1.77M Buy
388,793
+2,693
+0.7% +$11.8K 1.38% 27
2025
Q2 		$1.64M Buy
386,100
+118,105
+44% +$469K 1.34% 29
2025
Q1 		$1.02M Sell
267,995
-88,521
-25% -$293K 0.9% 42
2024
Q4 		$970K Buy
356,516
+951
+0.3% +$2.72K 0.86% 48
2024
Q3 		$1.11M Sell
355,565
-298
-0.1% -$894 0.96% 43
2024
Q2 		$972K Sell
355,863
-18,386
-5% -$49.3K 0.92% 43
2024
Q1 		$969K Buy
+374,249
New +$859K 0.95% 41

Other funds holding LYG

Fisher Asset Management
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
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 $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $74B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return