Anchor Investment Management, LLC
Position in LYG — Lloyds Banking Group plc
CIK 1634149
COLUMBIA, SC
Position in LYG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$254,015
-$32,185 QoQ
Shares Held
50,500
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $34,340,007 across 20 Banks - Regional names. LYG ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
13,220 | $24,915,205 | |
| 2 | TFC |
Truist Financial Corp
|
62,873 | $2,890,271 | |
| 3 | SSB |
SouthState Bank Corp
|
17,504 | $1,619,470 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
9,800 | $1,343,384 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,414 | $1,155,481 | |
| 6 | FCCO |
First Community Corp /Sc/
|
35,776 | $1,045,732 | |
| 7 | USB |
US Bancorp De
|
6,900 | $358,869 | |
| 8 | LYG |
Lloyds Banking Group plc
This page
|
50,500 | $254,015 |
All Filings in LYG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,015 | 50,500 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $286,200 | 54,000 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $299,640 | 66,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $280,500 | 66,000 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $290,320 | 76,000 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $206,720 | 76,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $237,120 | 76,000 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $212,940 | 78,000 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $266,770 | 103,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $249,755 | 104,500 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $343,462 | 161,250 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $357,500 | 162,500 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $377,000 | 162,500 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $357,500 | 162,500 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $296,245 | 165,500 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $337,620 | 165,500 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $362,705 | 150,500 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $363,375 | 142,500 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $331,975 | 135,500 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $261,375 | 102,500 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $4,900 | 2,500 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $9,100 | 7,000 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $16,500 | 11,000 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $31,559 | 20,900 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||