Position in LYG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$5,272,073
-$2,593 QoQ
Shares Held
1,048,126
+5.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.4971482436271975.ToString("F0")%
Shared 0.ToString("F0")%
None 98.5028517563728.ToString("F0")%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $92,117,699 across 59 Banks - Regional names. LYG ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
163,960 | $8,527,559 | |
| 2 | BPOP |
Popular, Inc.
|
56,390 | $7,565,846 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
32,469 | $6,756,474 | |
| 4 | NWG |
NatWest Group plc
|
420,712 | $6,268,608 | |
| 5 | KB |
KB Financial Group Inc.
|
53,032 | $5,288,881 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
1,048,126 | $5,272,073 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
81,018 | $4,968,023 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
163,539 | $4,870,191 |
All Filings in LYG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,272,073 | 1,048,126 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,274,666 | 995,220 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,401,761 | 969,551 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,961,340 | 932,080 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,531,834 | 1,186,344 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,393,798 | 1,247,720 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,614,398 | 1,478,974 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,348,642 | 1,226,609 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,946,006 | 751,354 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $823,852 | 344,708 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $389,998 | 183,098 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $403,464 | 183,393 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $224,246 | 96,658 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $228,003 | 103,638 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $197,071 | 110,096 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $250,938 | 123,009 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $398,999 | 165,560 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $422,527 | 165,697 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $409,549 | 167,163 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $442,307 | 173,454 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $484,049 | 208,642 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $274,200 | 139,898 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $94,378 | 72,599 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $301,705 | 201,137 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $61,678 | 40,847 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||