WhitTier Trust Company’s Lloyds Banking Group LYG Stock Holding History

WhitTier Trust Company’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	-20,660	Closed	-$87.8K	–	1408
2025 Q2	$87.8K	Sell	20,660 -6,238	-23%	-$24.8K	﹤0.01%	653
2025 Q1	$102K	Sell	26,898 -1,354	-5%	-$4.48K	﹤0.01%	616
2024 Q4	$76.8K	Hold	28,252	–	–	﹤0.01%	655
2024 Q3	$87.9K	Buy	28,252 +2,499	+10%	+$7.5K	﹤0.01%	620
2024 Q2	$70.3K	Buy	25,753 +2,306	+10%	+$6.18K	﹤0.01%	627
2024 Q1	$60.5K	Buy	23,447 +756	+3%	+$1.74K	﹤0.01%	649
2023 Q4	$54K	Buy	22,691 +366	+2%	+$784	﹤0.01%	667
2023 Q3	$47.3K	Hold	22,325	–	–	﹤0.01%	653
2023 Q2	$49.1K	Hold	22,325	–	–	﹤0.01%	675
2023 Q1	$51.6K	Hold	22,325	–	–	﹤0.01%	657
2022 Q4	$49.1K	Hold	22,325	–	–	﹤0.01%	673
2022 Q3	$40K	Sell	22,325 -1,066	-5%	-$2.21K	﹤0.01%	700
2022 Q2	$47K	Hold	23,391	–	–	﹤0.01%	685
2022 Q1	$56K	Hold	23,391	–	–	﹤0.01%	650
2021 Q4	$59K	Buy	23,391 +10,827	+86%	+$27.6K	﹤0.01%	649
2021 Q3	$31K	Buy	+12,564	New	+$30.8K	﹤0.01%	754
2019 Q3	–	Sell	-134	Closed	–	–	1003
2019 Q2	$0	Buy	+134	New	+$414	﹤0.01%	1002

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

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

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

WhitTier Trust Company's LYG Position: Q3 2025 in Review

WhitTier Trust Company sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 20,660 shares — an estimated $87.8K sold.

WhitTier Trust Company first reported a position in LYG in Q2 2019 and held it in 17 quarters. The position peaked at $102K in Q1 2025. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

WhitTier Trust Company reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 20,660 Lloyds Banking Group shares in Q3 2025, an estimated $87.8K.
WhitTier Trust Company first reported a position in Lloyds Banking Group in Q2 2019 and held it in 17 quarters.
WhitTier Trust Company's Lloyds Banking Group position peaked at $102K in Q1 2025.
480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.