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LYG icon

Wealthstream Advisors’s Lloyds Banking Group LYG Stock Holding History

Wealthstream Advisors’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 		$250K Buy
55,092
+5,432
+11% +$23.7K 0.04% 150
2025
Q2 		$211K Buy
49,660
+5,475
+12% +$21.8K 0.04% 162
2025
Q1 		$169K Buy
44,185
+1,544
+4% +$5.11K 0.03% 151
2024
Q4 		$116K Buy
42,641
+1,798
+4% +$5.13K 0.02% 156
2024
Q3 		$127K Buy
40,843
+2,071
+5% +$6.21K 0.02% 152
2024
Q2 		$106K Buy
38,772
+2,344
+6% +$6.29K 0.04% 142
2024
Q1 		$94.3K Buy
36,428
+1,888
+5% +$4.33K 0.04% 144
2023
Q4 		$82.6K Buy
34,540
+9,590
+38% +$20.5K 0.03% 144
2023
Q3 		$53.1K Sell
24,950
-3,595
-13% -$7.8K 0.03% 107
2023
Q2 		$62.8K Buy
28,545
+5,230
+22% +$12K 0.03% 95
2023
Q1 		$54.1K Buy
23,315
+1,417
+6% +$3.43K 0.03% 77
2022
Q4 		$48.2K Buy
21,898
+3,564
+19% +$7.33K 0.03% 76
2022
Q3 		$33K Buy
+18,334
New +$38.1K 0.04% 66

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

Wealthstream Advisors's LYG Position: Q3 2025 in Review

Wealthstream Advisors increased its Lloyds Banking Group (LYG) stake by 11% in Q3 2025, buying an estimated $23.7K and bringing the position to 55,092 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #150.

Wealthstream Advisors first reported a position in LYG in Q3 2022 and has held it in 13 quarters since. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Wealthstream Advisors held 55,092 shares of Lloyds Banking Group worth $250K as of Q3 2025.
  • Wealthstream Advisors bought 5,432 Lloyds Banking Group shares in Q3 2025, an estimated $23.7K.
  • Lloyds Banking Group made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #150 holding.
  • Wealthstream Advisors first reported a position in Lloyds Banking Group in Q3 2022 and has held it in 13 quarters since.
  • 480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.