Position in LYG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$595,802
+$79,096 QoQ
Shares Held
102,196
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#195
of 608 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 12%
Shared 9%
None 79%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $10,350,070 across 20 Banks - Regional names. LYG ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
37,807 | $1,276,364 | |
| 2 | NWG |
NatWest Group plc
|
72,046 | $1,270,170 | |
| 3 | FITB |
Fifth Third Bancorp
|
15,788 | $889,969 | |
| 4 | HBCP |
Home Bancorp, Inc.
|
12,532 | $858,692 | |
| 5 | TFC |
Truist Financial Corp
|
15,955 | $794,878 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
2,967 | $730,534 | |
| 7 | LYG |
Lloyds Banking Group plc
This page
|
102,196 | $595,802 | |
| 8 | MTB |
M&T Bank Corp
|
2,492 | $593,120 |
All Filings in LYG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,802 | 102,196 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $516,706 | 102,725 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $502,959 | 94,898 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $424,567 | 93,517 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $88,884 | 20,914 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $79,838 | 20,900 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $56,725 | 20,855 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $56,824 | 18,213 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $65,670 | 24,055 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $19,676 | 8,233 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $17,308 | 8,126 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||