Position in LYG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,074
-$452 QoQ
Shares Held
810
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026IMA Advisory Services, Inc. holds $176,453 across 21 Banks - Regional names. LYG ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,961 | $90,147 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
481 | $23,665 | |
| 3 | CCB |
Coastal Financial Corp
|
207 | $15,752 | |
| 4 | CFFN |
Capitol Federal Financial, Inc.
|
1,358 | $9,682 | |
| 5 | NWG |
NatWest Group plc
|
276 | $4,112 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
810 | $4,074 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
19 | $3,953 | |
| 8 | CIB |
Grupo Cibest S.A.
|
52 | $3,786 |
All Filings in LYG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,074 | 810 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,526 | 854 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||