Shepherd Financial Partners LLC
Position in LYG — Lloyds Banking Group plc
CIK 1696628
WINCHESTER, MA
Position in LYG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$58,300
+$8,000 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 608 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Shepherd Financial Partners LLC holds $2,423,707 across 5 Banks - Regional names. LYG ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
16,166 | $976,426 | |
| 2 | TFC |
Truist Financial Corp
|
11,824 | $589,071 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,211 | $544,392 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
3,693 | $255,518 | |
| 5 | LYG |
Lloyds Banking Group plc
This page
|
10,000 | $58,300 |
All Filings in LYG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,300 | 10,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $50,300 | 10,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $53,000 | 10,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $45,400 | 10,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $42,500 | 10,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,200 | 10,000 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $27,200 | 10,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $31,200 | 10,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $27,300 | 10,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,900 | 10,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $23,900 | 10,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,300 | 10,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,000 | 10,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $23,200 | 10,000 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||