Mather Group’s Lloyds Banking Group LYG Stock Holding History

Mather Group’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 Q3	$53.1K	Buy	9,439 +927	+11%	+$5.55K	﹤0.01%	1149
2026 Q2	$49.6K	Buy	8,512 +2,612	+44%	+$14.2K	﹤0.01%	1103
2026 Q1	$29.7K	Buy	+5,900	New	+$32.4K	﹤0.01%	1182
2025 Q4	–	Sell	-3,375	Closed	-$15.3K	–	1240
2025 Q3	$15.3K	Buy	+3,375	New	+$14.8K	﹤0.01%	1172
2025 Q2	–	Sell	-1,288	Closed	-$4.92K	–	1267
2025 Q1	$4.92K	Hold	1,288	–	–	﹤0.01%	1409
2024 Q4	$3.5K	Hold	1,288	–	–	﹤0.01%	1436
2024 Q3	$4.02K	Buy	1,288 +183	+17%	+$549	﹤0.01%	1341
2024 Q2	$2.86K	Sell	1,105 -339	-23%	-$909	﹤0.01%	1788
2024 Q1	$3.45K	Buy	+1,444	New	+$3.31K	﹤0.01%	1429

Other funds holding LYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Mather Group's LYG Position: Q3 2026 in Review

Mather Group increased its Lloyds Banking Group (LYG) stake by 11% in Q3 2026, buying an estimated $5.55K and bringing the position to 9,439 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Mather Group first reported a position in LYG in Q1 2024 and has held it in 9 quarters since. 152 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

Mather Group held 9,439 shares of Lloyds Banking Group worth $53.1K as of Q3 2026.
Mather Group bought 927 Lloyds Banking Group shares in Q3 2026, an estimated $5.55K.
Lloyds Banking Group made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1149 holding.
Mather Group first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 9 quarters since.
152 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.