Position in LYG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,539,566
-$371,245 QoQ
Shares Held
1,498,920
+0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Derivatives in LYG
reported options exposure · as of Dec 31, 2020CallValue
$7,840
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Creative Planning holds $684,464,748 across 195 Banks - Regional names. LYG ranks #23 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
783,076 | $40,727,782 | |
| 2 | WF |
Woori Financial Group Inc.
|
390,676 | $26,019,020 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
123,994 | $25,801,910 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
404,143 | $24,236,455 | |
| 5 | TFC |
Truist Financial Corp
|
502,309 | $23,091,144 | |
| 6 | FITB |
Fifth Third Bancorp
|
409,192 | $19,011,060 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
301,441 | $18,484,361 | |
| 8 | KB |
KB Financial Group Inc.
|
184,039 | $18,354,209 |
All Filings in LYG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,539,566 | 1,498,920 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,910,811 | 1,492,606 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,607,116 | 1,455,312 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,829,750 | 1,371,706 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,552,687 | 1,191,803 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,655,527 | 976,297 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,971,015 | 952,249 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,244,901 | 822,309 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,709,244 | 659,940 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,395,693 | 583,972 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $762,036 | 357,764 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $830,169 | 377,350 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $765,360 | 329,897 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $335,288 | 152,404 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $346,370 | 193,503 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $284,455 | 139,439 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $181,533 | 75,325 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $212,259 | 83,239 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $130,866 | 53,415 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $117,639 | 46,133 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $151,092 | 65,126 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,840 | 4,000 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $55,415 | 28,273 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $61,553 | 47,349 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $137,610 | 91,740 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $128,825 | 85,315 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||