Mercer Global Advisors
LYG icon

Mercer Global Advisors’s Lloyds Banking Group LYG Stock Holding History

Mercer Global Advisors’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 		$6.12M Sell
1,049,668
-45,646
-4% -$248K 0.01% 788
2026
Q1 		$5.51M Buy
1,095,314
+76,321
+7% +$419K 0.01% 726
2025
Q4 		$5.4M Buy
1,018,993
+292
+0% +$1.41K 0.01% 690
2025
Q3 		$4.62M Sell
1,018,701
-39,819
-4% -$174K 0.01% 697
2025
Q2 		$4.5M Sell
1,058,520
-276,285
-21% -$1.1M 0.01% 595
2025
Q1 		$5.1M Buy
1,334,805
+12,607
+1% +$41.7K 0.01% 531
2024
Q4 		$3.6M Buy
1,322,198
+280,214
+27% +$800K 0.01% 639
2024
Q3 		$3.19M Buy
1,041,984
+41,463
+4% +$124K 0.01% 617
2024
Q2 		$2.73M Buy
1,000,521
+98,652
+11% +$265K 0.01% 622
2024
Q1 		$2.34M Sell
901,869
-102,600
-10% -$235K 0.01% 686
2023
Q4 		$2.4M Buy
1,004,469
+549,417
+121% +$1.18M 0.01% 679
2023
Q3 		$969K Buy
455,052
+80,782
+22% +$175K ﹤0.01% 954
2023
Q2 		$823K Buy
374,270
+26,089
+7% +$59.8K ﹤0.01% 1014
2023
Q1 		$808K Sell
348,181
-227,436
-40% -$550K ﹤0.01% 994
2022
Q4 		$1.27M Buy
575,617
+36,364
+7% +$74.8K 0.01% 825
2022
Q3 		$965K Buy
539,253
+491,293
+1,024% +$1.02M 0.01% 859
2022
Q2 		$98K Sell
47,960
-5,352
-10% -$11.8K ﹤0.01% 1725
2022
Q1 		$128K Buy
53,312
+645
+1% +$1.72K ﹤0.01% 1776
2021
Q4 		$134K Buy
52,667
+6,942
+15% +$17.7K ﹤0.01% 1701
2021
Q3 		$112K Buy
45,725
+4,513
+11% +$11.1K ﹤0.01% 1678
2021
Q2 		$105K Buy
41,212
+1,123
+3% +$2.88K ﹤0.01% 1619
2021
Q1 		$93K Buy
40,089
+7,479
+23% +$15.5K ﹤0.01% 1561
2020
Q4 		$64K Buy
32,610
+6,090
+23% +$10.3K ﹤0.01% 1314
2020
Q3 		$34K Buy
+26,520
New +$37.2K ﹤0.01% 1215
2020
Q2 		– Sell
-29,304
Closed -$44K – 1106
2020
Q1 		$44K Sell
29,304
-35,121
-55% -$90.5K ﹤0.01% 1055
2019
Q4 		$213K Sell
64,425
-41,798
-39% -$126K ﹤0.01% 1060
2019
Q3 		$280K Sell
106,223
-6,690
-6% -$17.4K 0.01% 915
2019
Q2 		$321K Buy
112,913
+97,111
+615% +$300K 0.01% 851
2019
Q1 		$51K Buy
+15,802
New +$48.3K ﹤0.01% 1044

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

Mercer Global Advisors's LYG Position: Q2 2026 in Review

Mercer Global Advisors reduced its Lloyds Banking Group (LYG) stake by 4.2% in Q2 2026, selling an estimated $248K and leaving 1,049,668 shares worth $6.12M. The position accounts for 0.01% of the portfolio, ranked #788.

Mercer Global Advisors first reported a position in LYG in Q1 2019 and has held it in 29 quarters since. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Mercer Global Advisors held 1,049,668 shares of Lloyds Banking Group worth $6.12M as of Q2 2026.
  • Mercer Global Advisors sold 45,646 Lloyds Banking Group shares in Q2 2026, an estimated $248K.
  • Lloyds Banking Group made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #788 holding.
  • Mercer Global Advisors first reported a position in Lloyds Banking Group in Q1 2019 and has held it in 29 quarters since.
  • 613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.