Position in LYG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$135,040
+$18,531 QoQ
Shares Held
23,163
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 608 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $3,659,562 across 8 Banks - Regional names. LYG ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,703 | $2,142,852 | |
| 2 | USB |
US Bancorp De
|
6,345 | $383,238 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
17,175 | $304,512 | |
| 4 | IBN |
Icici Bank Ltd
|
7,717 | $224,024 | |
| 5 | FITB |
Fifth Third Bancorp
|
3,880 | $218,715 | |
| 6 | FLG |
Flagstar Bank, National Association
|
10,024 | $149,758 | |
| 7 | LYG |
Lloyds Banking Group plc
This page
|
23,163 | $135,040 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
10,587 | $101,423 |
All Filings in LYG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,040 | 23,163 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $116,509 | 23,163 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $122,763 | 23,163 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $105,160 | 23,163 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $98,442 | 23,163 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $88,482 | 23,163 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $64,621 | 23,758 | Shares | Sole | 2025-02-10 | |
| 2023-12-31 | $26,550 | 11,109 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,215 | 21,228 | Shares | Sole | 2023-10-30 | |
| 2020-12-31 | $98,000 | 50,000 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||