MFG
LYG icon

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
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

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