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Merit Financial Group’s Lloyds Banking Group LYG Stock Holding History

Merit Financial 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 		$385K Buy
66,123
+11,900
+22% +$64.5K ﹤0.01% 1660
2026
Q1 		$273K Buy
54,223
+10,817
+25% +$59.3K ﹤0.01% 1715
2025
Q4 		$230K Buy
43,406
+5,804
+15% +$28.1K ﹤0.01% 1737
2025
Q3 		$171K Buy
37,602
+318
+0.9% +$1.39K ﹤0.01% 1697
2025
Q2 		$158K Buy
37,284
+17,710
+90% +$70.4K ﹤0.01% 1596
2025
Q1 		$74.8K Buy
19,574
+8,057
+70% +$26.6K ﹤0.01% 1366
2024
Q4 		$31.3K Sell
11,517
-3,106
-21% -$8.87K ﹤0.01% 1144
2024
Q3 		$45.6K Buy
+14,623
New +$43.9K ﹤0.01% 819

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

Merit Financial Group's LYG Position: Q2 2026 in Review

Merit Financial Group increased its Lloyds Banking Group (LYG) stake by 22% in Q2 2026, buying an estimated $64.5K and bringing the position to 66,123 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Merit Financial Group first reported a position in LYG in Q3 2024 and has held it in 8 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Merit Financial Group held 66,123 shares of Lloyds Banking Group worth $385K as of Q2 2026.
  • Merit Financial Group bought 11,900 Lloyds Banking Group shares in Q2 2026, an estimated $64.5K.
  • Lloyds Banking Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1660 holding.
  • Merit Financial Group first reported a position in Lloyds Banking Group in Q3 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.