OPPENHEIMER ASSET MANAGEMENT INC.
Position in LYG — Lloyds Banking Group plc
CIK 1269119
NEW YORK, NY
Position in LYG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,849,247
-$438,019 QoQ
Shares Held
566,451
-8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $132,979,731 across 38 Banks - Regional names. LYG ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
104,153 | $21,530,507 | |
| 2 | TFC |
Truist Financial Corp
|
416,327 | $19,138,551 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
114,073 | $9,826,245 | |
| 4 | FHN |
First Horizon Corp
|
414,208 | $9,427,373 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
39,710 | $8,263,250 | |
| 6 | UMBF |
Umb Financial Corp
|
44,091 | $4,973,023 | |
| 7 | UBSI |
United Bankshares Inc/Wv
|
113,931 | $4,719,022 | |
| 8 | BPOP |
Popular, Inc.
|
33,994 | $4,560,974 |
All Filings in LYG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,849,247 | 566,451 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $3,287,266 | 620,239 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $3,290,831 | 724,853 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $2,930,199 | 689,459 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,920,713 | 1,026,365 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $2,698,157 | 991,970 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $3,190,751 | 1,022,677 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $2,282,918 | 836,234 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $1,665,991 | 643,240 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,564,037 | 654,409 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,484,081 | 696,752 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,581,349 | 718,795 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,658,203 | 714,743 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,437,134 | 653,243 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,323,522 | 739,398 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,518,869 | 744,544 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,967,810 | 816,519 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,018,574 | 791,598 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,038,456 | 832,023 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,188,996 | 858,430 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $1,972,060 | 850,026 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,377,380 | 702,745 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $969,034 | 745,411 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,173,915 | 782,610 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,779,859 | 1,840,967 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||