XTX Topco’s Lloyds Banking Group LYG Stock Holding History

XTX Topco’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	$571K	Sell	113,460 -452,089	-80%	-$2.48M	0.01%	1918
2025 Q4	$3M	Buy	565,549 +447,433	+379%	+$2.17M	0.08%	332
2025 Q3	$536K	Sell	118,116 -562,911	-83%	-$2.46M	0.03%	1017
2025 Q2	$2.89M	Buy	681,027 +475,909	+232%	+$1.89M	0.12%	197
2025 Q1	$784K	Sell	205,118 -28,012	-12%	-$92.6K	0.04%	707
2024 Q4	$634K	Sell	233,130 -168,606	-42%	-$482K	0.05%	573
2024 Q3	$1.25M	Buy	401,736 +322,332	+406%	+$967K	0.09%	325
2024 Q2	$217K	Sell	79,404 -2,142	-3%	-$5.75K	0.02%	1182
2024 Q1	$211K	Sell	81,546 -11,482	-12%	-$26.3K	0.03%	1132
2023 Q4	$222K	Buy	93,028 +74,906	+413%	+$160K	0.05%	874
2023 Q3	$38.6K	Sell	18,122 -88,354	-83%	-$192K	0.01%	1304
2023 Q2	$234K	Buy	+106,476	New	+$244K	0.04%	901
2022 Q3	–	Sell	-108,691	Closed	-$222K	–	1267
2022 Q2	$222K	Buy	+108,691	New	+$240K	0.09%	425
2021 Q4	–	Sell	-44,299	Closed	-$109K	–	868
2021 Q3	$109K	Buy	+44,299	New	+$109K	0.04%	555

Other funds holding LYG

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $74B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return