Aegis Wealth Management LLC

Position in LYG — Lloyds Banking Group plc

CIK 1628818 BETHESDA, MD

Position in LYG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$411,178

+$76,523 QoQ

Shares Held

70,528

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#221

of 608 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aegis Wealth Management LLC holds $1,398,126 across 4 Banks - Regional names. LYG ranks #1 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc This page	70,528	$411,178
2	PNC	Pnc Financial Services Group, Inc.	1,442	$355,049
3	USB	US Bancorp De	5,828	$352,011
4	TFC	Truist Financial Corp	5,618	$279,888

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,178	70,528	+6.0%	Shares	Sole	2026-08-07
2026-03-31	$334,655	66,532	-2.2%	Shares	Sole	2026-04-23
2025-12-31	$360,617	68,041	-25.9%	Shares	Sole	2026-01-14
2025-09-30	$416,826	91,812	-7.2%	Shares	Sole	2025-11-06
2025-06-30	$420,643	98,975	0.0%	Shares	Sole	2025-08-07
2025-03-31	$378,084	98,975	0.0%	Shares	Sole	2025-05-08
2024-12-31	$269,212	98,975	—	Shares	Sole	2025-03-07
No filing history on record for this holder in this stock.