Position in LYG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$81,408
+$15,024 QoQ
Shares Held
13,964
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#426
of 608 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,989,735 across 6 Banks - Regional names. LYG ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
93,814 | $2,162,409 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,797 | $688,675 | |
| 3 | FITB |
Fifth Third Bancorp
|
8,437 | $475,591 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
5,066 | $354,972 | |
| 5 | USB |
US Bancorp De
|
3,753 | $226,680 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
13,964 | $81,408 |
All Filings in LYG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,408 | 13,964 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $66,384 | 13,198 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $70,663 | 13,333 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $59,777 | 13,167 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $101,153 | 23,801 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $111,967 | 41,165 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $139,968 | 51,271 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $133,793 | 51,658 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $109,120 | 45,658 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $92,123 | 43,251 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $89,490 | 40,678 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $119,171 | 51,367 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $107,988 | 49,086 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $104,060 | 58,135 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $100,675 | 49,351 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $72,082 | 29,910 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $48,184 | 18,896 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $31,744 | 12,957 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $33,146 | 12,999 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,932 | 11,609 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||