Position in LYG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$148,146
+$20,988 QoQ
Shares Held
25,411
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#331
of 608 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ProVise Management Group, LLC holds $6,394,239 across 6 Banks - Regional names. LYG ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
327,018 | $4,790,813 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,201 | $541,930 | |
| 3 | SSB |
SouthState Bank Corp
|
5,146 | $514,085 | |
| 4 | TFC |
Truist Financial Corp
|
4,076 | $203,066 | |
| 5 | FNB |
Fnb Corp/Pa/
|
10,283 | $196,199 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
25,411 | $148,146 |
All Filings in LYG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,146 | 25,411 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $127,158 | 25,280 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $131,583 | 24,827 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $112,419 | 24,762 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $105,238 | 24,762 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $94,220 | 24,665 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $67,088 | 24,665 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $76,954 | 24,665 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $64,976 | 23,801 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $61,644 | 23,801 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $78,394 | 32,801 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $69,866 | 32,801 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $87,830 | 39,923 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $92,621 | 39,923 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $96,630 | 43,923 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $27,249 | 15,223 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $28,655 | 14,047 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $33,120 | 13,743 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $34,988 | 13,721 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||