Mesirow Financial Investment Management’s Lloyds Banking Group LYG Stock Holding History

Mesirow Financial Investment Management’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
2025 Q4	–	Sell	-28,561	Closed	-$130K	–	525
2025 Q3	$130K	Buy	28,561 +2,040	+8%	+$8.92K	﹤0.01%	533
2025 Q2	$113K	Buy	26,521 +7,923	+43%	+$31.5K	﹤0.01%	515
2025 Q1	$71K	Buy	18,598 +6,855	+58%	+$22.7K	﹤0.01%	574
2024 Q4	$31.9K	Buy	+11,743	New	+$33.5K	﹤0.01%	586
2024 Q3	–	Sell	-1,004,980	Closed	-$2.74M	–	606
2024 Q2	$2.74M	Buy	1,004,980 +1,350	+0.1%	+$3.62K	0.06%	163
2024 Q1	$2.6M	Buy	1,003,630 +2,108	+0.2%	+$4.84K	0.06%	171
2023 Q4	$2.39M	Buy	+1,001,522	New	+$2.14M	0.09%	139

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mesirow Financial Investment Management's LYG Position: Q4 2025 in Review

Mesirow Financial Investment Management sold out of Lloyds Banking Group (LYG) in Q4 2025, closing a stake of 28,561 shares — an estimated $130K sold.

Mesirow Financial Investment Management first reported a position in LYG in Q4 2023 and held it in 7 quarters. The position peaked at $2.74M in Q2 2024. 515 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

Mesirow Financial Investment Management reported no remaining Lloyds Banking Group position as of Q4 2025 after selling out during the quarter.
Mesirow Financial Investment Management sold 28,561 Lloyds Banking Group shares in Q4 2025, an estimated $130K.
Mesirow Financial Investment Management first reported a position in Lloyds Banking Group in Q4 2023 and held it in 7 quarters.
Mesirow Financial Investment Management's Lloyds Banking Group position peaked at $2.74M in Q2 2024.
515 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.