PERSONAL CFO SOLUTIONS, LLC

Position in LYG — Lloyds Banking Group plc

CIK 1677501 CHESTER, NJ

Position in LYG

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

Position Value

$699,669

+$100,300 QoQ

Shares Held

120,012

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#183

of 608 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $7,237,153 across 16 Banks - Regional names. LYG ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	18,012	$1,087,924
2	IBN	Icici Bank Ltd	32,192	$934,533
3	LYG	Lloyds Banking Group plc This page	120,012	$699,669
4	PNC	Pnc Financial Services Group, Inc.	2,627	$646,819
5	NU	Nu Holdings Ltd.	45,123	$602,843
6	FCNCA	First Citizens Bancshares Inc /De/	252	$524,359
7	LOB	Live Oak Bancshares, Inc.	8,368	$341,749
8	FHN	First Horizon Corp	12,749	$326,884

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$699,669	120,012	+0.7%	Shares	Sole	2026-08-07
2026-03-31	$599,369	119,159	+507.5%	Shares	Sole	2026-04-30
2025-12-31	$103,964	19,616	-9.8%	Shares	Defined	2026-01-22
2025-09-30	$98,722	21,745	+0.4%	Shares	Defined	2025-11-10
2025-06-30	$92,080	21,666	-39.3%	Shares	Defined	2025-08-12
2025-03-31	$136,354	35,695	-3.2%	Shares	Defined	2025-04-30
2024-12-31	$100,261	36,861	+1.5%	Shares	Defined	2025-02-07
2024-09-30	$113,299	36,314	+14.1%	Shares	Defined	2024-11-14
2024-06-30	$86,915	31,837	+21.9%	Shares	Defined	2024-08-09
2024-03-31	$67,671	26,128	+18.8%	Shares	Defined	2024-05-13
2023-12-31	$52,563	21,993	-15.8%	Shares	Defined	2024-02-13
2023-09-30	$55,635	26,120	+0.4%	Shares	Defined	2023-11-13
2023-06-30	$57,237	26,017	0.0%	Shares	Defined	2023-08-10
2023-03-31	$60,359	26,017	-14.9%	Shares	Defined	2023-05-09
2022-12-31	$67,247	30,567	+5.3%	Shares	Defined	2023-02-14
2022-09-30	$51,978	29,038	-9.0%	Shares	Defined	2022-11-01
2022-06-30	$65,098	31,911	+3.8%	Shares	Defined	2022-08-05
2022-03-31	$74,093	30,744	+10.8%	Shares	Defined	2022-05-02
2021-12-31	$70,752	27,746	+41.4%	Shares	Defined	2022-02-11
2021-09-30	$48,061	19,617	-11.8%	Shares	Defined	2021-11-18
2021-06-30	$56,719	22,243	+9.9%	Shares	Defined	2021-07-22
2021-03-31	$46,963	20,243	+0.3%	Shares	Defined	2021-04-21
2020-12-31	$39,554	20,181	+30.5%	Shares	Defined	2021-02-09
2020-09-30	$20,109	15,469	-10.0%	Shares	Defined	2020-11-02
2020-06-30	$25,783	17,189	-4.9%	Shares	Defined	2020-08-03
2020-03-31	$27,285	18,070	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.