Position in LYG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,962,474
+$235,226 QoQ
Shares Held
390,154
+19.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Atria Investments, Inc holds $93,777,069 across 63 Banks - Regional names. LYG ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
64,714 | $13,466,336 | |
| 2 | USB |
US Bancorp De
|
191,259 | $9,947,380 | |
| 3 | TFC |
Truist Financial Corp
|
125,570 | $5,772,452 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
62,155 | $5,354,031 | |
| 5 | RF |
Regions Financial Corp
|
166,393 | $4,346,185 | |
| 6 | FITB |
Fifth Third Bancorp
|
62,754 | $2,915,550 | |
| 7 | FHN |
First Horizon Corp
|
98,363 | $2,238,741 | |
| 8 | FBK |
FB Financial Corp
|
41,099 | $2,134,682 |
All Filings in LYG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,962,474 | 390,154 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,727,248 | 325,896 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,208,902 | 266,278 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,010,599 | 237,788 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,121,311 | 293,537 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $836,291 | 307,460 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $957,484 | 306,886 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $703,381 | 257,649 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||