Position in LYG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$383,456
+$116,389 QoQ
Shares Held
65,773
+23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#229
of 608 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $6,630,860 across 16 Banks - Regional names. LYG ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
23,475 | $1,417,890 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,969 | $731,027 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
52,359 | $501,599 | |
| 4 | TFC |
Truist Financial Corp
|
9,751 | $485,794 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
11,431 | $483,645 | |
| 6 | LYG |
Lloyds Banking Group plc
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|
65,773 | $383,456 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,816 | $359,851 | |
| 8 | UMBF |
Umb Financial Corp
|
2,191 | $312,786 |
All Filings in LYG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,456 | 65,773 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $267,067 | 53,095 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $232,781 | 43,921 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $136,567 | 30,081 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $100,516 | 23,651 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $89,311 | 23,380 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $64,246 | 23,620 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $81,828 | 26,227 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $90,630 | 33,198 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $105,464 | 40,720 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $44,100 | 18,452 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||