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Wolff Wiese Magana’s Lloyds Banking Group LYG Stock Holding History

Wolff Wiese Magana’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
Q4 		– Sell
-1,056
Closed -$4.79K – 980
2025
Q3 		$4.79K Buy
+1,056
New +$4.62K ﹤0.01% 604
2022
Q4 		– Sell
-2,703
Closed -$5K – 892
2022
Q3 		$5K Sell
2,703
-4,153
-61% -$8.62K ﹤0.01% 609
2022
Q2 		$14K Hold
6,856
– – 0.01% 478
2022
Q1 		$17K Sell
6,856
-141
-2% -$375 0.01% 453
2021
Q4 		$18K Hold
6,997
– – 0.01% 443
2021
Q3 		$17K Buy
6,997
+2,703
+63% +$6.62K 0.01% 442
2021
Q2 		$11K Hold
4,294
– – 0.01% 493
2021
Q1 		$10K Buy
4,294
+321
+8% +$667 0.01% 476
2020
Q4 		$8K Buy
+3,973
New +$6.7K 0.01% 473

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 $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wolff Wiese Magana's LYG Position: Q4 2025 in Review

Wolff Wiese Magana sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 1,056 shares — an estimated $4.79K sold.

Wolff Wiese Magana first reported a position in LYG in Q4 2020 and held it in 9 quarters. The position peaked at $18K in Q4 2021. 514 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Wolff Wiese Magana reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
  • Wolff Wiese Magana sold 1,056 Lloyds Banking Group shares in Q4 2025, an estimated $4.79K.
  • Wolff Wiese Magana first reported a position in Lloyds Banking Group in Q4 2020 and held it in 9 quarters.
  • Wolff Wiese Magana's Lloyds Banking Group position peaked at $18K in Q4 2021.
  • 514 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Wolff Wiese Magana's 13F filing for Q4 2025, filed 14 Jan 2026.