MG
LYG icon

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
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 – 1268
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return