COLDSTREAM CAPITAL MANAGEMENT INC

Position in LYG — Lloyds Banking Group plc

CIK 1082339 BELLEVUE, WA

Position in LYG

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,470,867

+$57,559 QoQ

Shares Held

292,419

+9.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Financial Services · as of Mar 31, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $41,716,603 across 46 Banks - Regional names. LYG ranks #7 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	117,044	$6,087,457
2	RF	Regions Financial Corp	118,687	$3,100,104
3	BANC	Banc Of California, Inc.	139,092	$2,445,236
4	PNC	Pnc Financial Services Group, Inc.	10,949	$2,278,377
5	OZK	Bank OZK	43,947	$2,016,727
6	CBSH	Commerce Bancshares Inc /Mo/	39,511	$1,943,941
7	LYG	Lloyds Banking Group plc This page	292,419	$1,470,867
8	IBN	Icici Bank Ltd	56,331	$1,458,972

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,470,867	292,419	+9.7%	Shares	Sole	2026-05-08
2025-12-31	$1,413,308	266,662	-13.4%	Shares	Sole	2026-02-09
2025-09-30	$1,397,362	307,789	+90.8%	Shares	Sole	2025-11-19
2025-06-30	$685,448	161,282	+449.6%	Shares	Sole	2025-08-12
2025-03-31	$112,097	29,345	+13.8%	Shares	Sole	2025-05-13
2024-12-31	$70,151	25,791	-26.7%	Shares	Sole	2025-02-14
2024-09-30	$109,817	35,198	-0.1%	Shares	Sole	2024-11-18
2024-06-30	$96,218	35,245	+95.6%	Shares	Sole	2024-08-07
2024-03-31	$46,671	18,020	-14.7%	Shares	Sole	2024-05-14
2023-12-31	$50,467	21,116	+106.3%	Shares	Sole	2024-02-09
2022-12-31	$22,521	10,237	—	Shares	Sole	2023-01-10
No filing history on record for this holder in this stock.