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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mather Group's LYG Position: Q2 2026 in Review

Mather Group increased its Lloyds Banking Group (LYG) stake by 44% in Q2 2026, buying an estimated $14.2K and bringing the position to 8,512 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Mather Group first reported a position in LYG in Q1 2024 and has held it in 8 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Mather Group held 8,512 shares of Lloyds Banking Group worth $49.6K as of Q2 2026.
  • Mather Group bought 2,612 Lloyds Banking Group shares in Q2 2026, an estimated $14.2K.
  • Lloyds Banking Group made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1103 holding.
  • Mather Group first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 8 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.