Patriot Financial Group Insurance Agency, LLC

Insurance

Position in LYG — Lloyds Banking Group plc

CIK 1694883 Westborough, MA

Position in LYG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,256,213

-$705,949 QoQ

Shares Held

215,474

-44.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#151

of 608 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,702,539 across 4 Banks - Regional names. LYG ranks #1 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc This page	215,474	$1,256,213
2	TFC	Truist Financial Corp	20,970	$1,044,725
3	MTB	M&T Bank Corp	3,675	$874,686
4	WBS	Webster Financial Corp	6,895	$526,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,256,213	215,474	-44.8%	Shares	Sole	2026-07-16
2026-03-31	$1,962,162	390,092	+116.4%	Shares	Sole	2026-04-22
2025-12-31	$955,303	180,246	+24.8%	Shares	Sole	2026-01-26
2025-09-30	$655,503	144,384	-9.7%	Shares	Sole	2025-10-08
2025-06-30	$679,422	159,864	+5.0%	Shares	Sole	2025-07-21
2025-03-31	$581,327	152,180	-4.6%	Shares	Sole	2025-04-14
2024-12-31	$434,003	159,560	+7.6%	Shares	Sole	2025-01-22
2024-09-30	$462,636	148,281	+9.5%	Shares	Sole	2024-10-24
2024-06-30	$369,740	135,436	+2.8%	Shares	Sole	2024-07-26
2024-03-31	$341,061	131,684	+1.3%	Shares	Sole	2024-04-30
2023-12-31	$310,537	129,932	-0.9%	Shares	Sole	2024-01-19
2023-09-30	$279,162	131,062	+12.9%	Shares	Sole	2023-10-19
2023-06-30	$255,457	116,117	-2.2%	Shares	Sole	2023-07-17
2023-03-31	$275,460	118,733	+14.7%	Shares	Sole	2023-04-20
2022-12-31	$227,761	103,528	+6.3%	Shares	Sole	2023-01-17
2022-09-30	$174,347	97,401	+4.2%	Shares	Sole	2022-11-01
2022-06-30	$190,674	93,468	+33.0%	Shares	Sole	2022-07-29
2022-03-31	$169,341	70,266	+105.2%	Shares	Sole	2022-05-11
2021-12-31	$87,314	34,241	+2.9%	Shares	Sole	2022-01-10
2021-09-30	$81,523	33,275	+28.2%	Shares	Sole	2021-11-24
2021-06-30	$66,167	25,948	+55.4%	Shares	Sole	2021-07-30
2021-03-31	$38,734	16,696	+91.2%	Shares	Sole	2021-04-29
2020-12-31	$17,110	8,730	+11.4%	Shares	Sole	2021-01-15
2020-09-30	$10,184	7,834	+31.1%	Shares	Sole	2020-10-21
2020-06-30	$8,962	5,975	+51.6%	Shares	Sole	2020-07-10
2020-03-31	$5,950	3,941	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.