MFIM
LYG icon

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
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return