HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in LYG — Lloyds Banking Group plc

CIK 1484205 LONG BEACH, CA

Position in LYG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$62,165

+$11,383 QoQ

Shares Held

10,663

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#470

of 608 holders

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,877,603 across 14 Banks - Regional names. LYG ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZION	Zions Bancorporation, National Association /Ut/	19,109	$1,322,151
2	USB	US Bancorp \De\	7,604	$459,281
3	LYG	Lloyds Banking Group plc This page	10,663	$62,165
4	KEY	Keycorp /New/	1,098	$25,308
5	NWG	NatWest Group plc	131	$2,309
6	PNC	Pnc Financial Services Group, Inc.	9	$2,215
7	MFG	Mizuho Financial Group Inc	169	$1,619
8	DB	Deutsche Bank Aktiengesellschaft	22	$742

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,165	10,663	+5.6%	Shares	Sole	2026-07-21
2026-03-31	$50,782	10,096	0.0%	Shares	Sole	2026-04-17
2025-12-31	$53,508	10,096	0.0%	Shares	Sole	2026-01-23
2025-09-30	$45,835	10,096	+1.4%	Shares	Sole	2025-10-16
2025-06-30	$42,296	9,952	+10836.3%	Shares	Sole	2025-07-17
2025-03-31	$347	91	-99.2%	Shares	Sole	2025-04-18
2023-03-31	$26,002	11,208	+8.3%	Shares	Other	2023-04-25
2022-12-31	$22,759	10,345	-27.4%	Shares	Other	2023-01-25
2022-03-31	$34,320	14,241	-31.4%	Shares	Other	2022-05-13
2021-09-30	$50,866	20,762	—	Shares	Other	2021-10-29
No filing history on record for this holder in this stock.