Position in LYG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$152,326
+$78,521 QoQ
Shares Held
26,128
+78.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#327
of 610 holders
Holding Since
Dec 2022
7 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 Jun 30, 2026Avior Wealth Management, LLC holds $4,135,266 across 9 Banks - Regional names. LYG ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
41,464 | $955,745 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,026 | $832,078 | |
| 3 | USB |
US Bancorp De
|
9,364 | $565,585 | |
| 4 | TFC |
Truist Financial Corp
|
9,569 | $476,727 | |
| 5 | ASB |
Associated Banc-Corp
|
14,873 | $457,642 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,326 | $326,487 | |
| 7 | 6,333 | $249,013 | |||
| 8 | LYG |
Lloyds Banking Group plc
This page
|
26,128 | $152,326 |
All Filings in LYG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,326 | 26,128 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $73,805 | 14,673 | Shares | Sole | 2026-04-09 | |
| 2024-12-31 | $3,604 | 1,325 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,134 | 1,325 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,617 | 1,325 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $26,573 | 10,260 | Shares | Sole | 2024-04-30 | |
| 2022-12-31 | $1,815 | 825 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||