Warren Street Wealth Advisors, LLC
Position in LYG — Lloyds Banking Group plc
CIK 1703496
IRVINE, CA
Position in LYG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$217,359
+$120,899 QoQ
Shares Held
37,283
+94.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#292
of 608 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $531,084 across 3 Banks - Regional names. LYG ranks #2 (40.9% of the industry book) .
All Filings in LYG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,359 | 37,283 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $96,460 | 19,177 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $85,271 | 16,089 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $72,612 | 15,994 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $69,972 | 16,464 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $61,410 | 16,076 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $42,997 | 15,808 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $70,090 | 22,465 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $59,434 | 21,771 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $53,664 | 20,720 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $29,463 | 12,328 | Shares | Sole | 2024-03-19 | |
| No filing history on record for this holder in this stock. | ||||||