Position in LYG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,509,429
+$108,767 QoQ
Shares Held
1,095,314
+7.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $249,285,849 across 161 Banks - Regional names. LYG ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
190,753 | $39,693,791 | |
| 2 | USB |
US Bancorp De
|
310,292 | $16,138,286 | |
| 3 | TFC |
Truist Financial Corp
|
228,456 | $10,502,122 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
153,472 | $9,203,715 | |
| 5 | STEL |
Stellar Bancorp, Inc.
|
206,532 | $7,561,136 | |
| 6 | RF |
Regions Financial Corp
|
268,158 | $7,004,286 | |
| 7 | TCBK |
Trico Bancshares /
|
146,506 | $6,964,895 | |
| 8 | MBWM |
Mercantile Bank Corp
|
129,257 | $6,527,478 |
All Filings in LYG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,509,429 | 1,095,314 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,400,662 | 1,018,993 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,624,902 | 1,018,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,498,710 | 1,058,520 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,098,955 | 1,334,805 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,596,378 | 1,322,198 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,250,990 | 1,041,984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,731,422 | 1,000,521 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,335,840 | 901,869 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,400,680 | 1,004,469 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $969,260 | 455,052 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $823,394 | 374,270 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $807,779 | 348,181 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,266,357 | 575,617 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $965,262 | 539,253 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $97,838 | 47,960 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $128,481 | 53,312 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $134,300 | 52,667 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $112,026 | 45,725 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $105,090 | 41,212 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $93,006 | 40,089 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $63,915 | 32,610 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $34,476 | 26,520 | Shares | Sole | 2020-12-10 | |
| 2020-03-31 | $44,249 | 29,304 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||