CFO4Life Group, LLC

Position in LYG — Lloyds Banking Group plc

CIK 1706351 COPPELL, TX

Position in LYG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$135,914

+$21,090 QoQ

Shares Held

23,313

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#347

of 608 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFO4Life Group, LLC holds $2,581,845 across 5 Banks - Regional names. LYG ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PB	Prosperity Bancshares Inc	17,922	$1,308,843
2	SSB	SouthState Bank Corp	5,544	$553,845
3	HBAN	Huntington Bancshares Inc /Md/	17,666	$313,218
4	HOMB	Home Bancshares Inc	9,458	$270,025
5	LYG	Lloyds Banking Group plc This page	23,313	$135,914

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$135,914	23,313	+2.1%	Shares	Sole	2026-08-12
2026-03-31	$114,824	22,828	-15.9%	Shares	Sole	2026-05-11
2025-12-31	$143,942	27,159	-10.3%	Shares	Sole	2026-02-06
2025-09-30	$137,394	30,263	-4.0%	Shares	Sole	2025-11-07
2025-06-30	$133,955	31,519	+19.6%	Shares	Sole	2025-08-08
2025-03-31	$100,679	26,356	-27.6%	Shares	Sole	2025-04-30
2024-12-31	$99,027	36,407	0.0%	Shares	Sole	2025-02-10
2024-09-30	$113,589	36,407	-8.2%	Shares	Sole	2024-11-12
2024-06-30	$108,320	39,678	+3.1%	Shares	Sole	2024-07-31
2024-03-31	$99,658	38,478	0.0%	Shares	Sole	2024-05-06
2023-12-31	$91,962	38,478	-4.1%	Shares	Sole	2024-02-12
2023-09-30	$85,472	40,128	-13.3%	Shares	Sole	2023-10-30
2023-06-30	$101,860	46,300	+1.8%	Shares	Sole	2023-08-07
2023-03-31	$105,543	45,493	+26.7%	Shares	Sole	2023-05-03
2022-12-31	$78,999	35,909	-13.9%	Shares	Sole	2023-02-03
2022-09-30	$74,668	41,714	+0.8%	Shares	Sole	2022-10-19
2022-06-30	$84,394	41,370	-2.8%	Shares	Sole	2022-07-20
2022-03-31	$102,622	42,582	0.0%	Shares	Sole	2022-05-02
2021-12-31	$108,584	42,582	+2.6%	Shares	Sole	2022-02-10
2021-09-30	$101,697	41,509	+4.0%	Shares	Sole	2021-10-12
2021-06-30	$101,796	39,920	+0.5%	Shares	Sole	2021-07-14
2021-03-31	$92,157	39,723	-11.5%	Shares	Sole	2021-04-20
2020-12-31	$87,964	44,880	0.0%	Shares	Sole	2021-01-12
2020-09-30	$58,344	44,880	0.0%	Shares	Sole	2020-10-13
2020-06-30	$67,320	44,880	+43.5%	Shares	Sole	2020-07-15
2020-03-31	$47,238	31,284	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.