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Waldron Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Waldron 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
2025
Q1 		– Sell
-15,925
Closed -$43.3K – 367
2024
Q4 		$43.3K Hold
15,925
– – ﹤0.01% 414
2024
Q3 		$49.7K Hold
15,925
– – ﹤0.01% 440
2024
Q2 		$43.5K Hold
15,925
– – ﹤0.01% 412
2024
Q1 		$41.2K Buy
15,925
+3,185
+25% +$7.31K ﹤0.01% 422
2023
Q4 		$30.4K Buy
+12,740
New +$27.3K ﹤0.01% 410
2023
Q2 		– Sell
-10,972
Closed -$25.5K – 409
2023
Q1 		$25.5K Buy
+10,972
New +$26.6K ﹤0.01% 414

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waldron Private Wealth's LYG Position: Q1 2025 in Review

Waldron Private Wealth sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 15,925 shares — an estimated $43.3K sold.

Waldron Private Wealth first reported a position in LYG in Q1 2023 and held it in 6 quarters. The position peaked at $49.7K in Q3 2024. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • Waldron Private Wealth reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 15,925 Lloyds Banking Group shares in Q1 2025, an estimated $43.3K.
  • Waldron Private Wealth first reported a position in Lloyds Banking Group in Q1 2023 and held it in 6 quarters.
  • Waldron Private Wealth's Lloyds Banking Group position peaked at $49.7K in Q3 2024.
  • 455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.