Top 10 and Geographical Holdings

Summary by AI BETAClose X

Merchants Trust PLC reported its top 10 holdings as of August 28, 2026, with Lloyds Banking Group Plc valued at £63,178,370 (5.43%) and Shell Plc at £55,878,240 (4.80%) being the largest positions. The company's total gross assets amounted to £1,163,230,878. Geographically, 93.36% of investments were in the United Kingdom, totaling £1,041,949,703, with the remaining 6.64% (£74,125,243) in Europe excluding the UK. The total stock value of investments was £1,116,074,946.

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