Position in LYG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$762,453
+$182,726 QoQ
Shares Held
130,781
+13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#178
of 610 holders
Holding Since
Dec 2024
7 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, 2026FORTRESS PRIVATE LEDGER, LLC holds $2,698,066 across 6 Banks - Regional names. LYG ranks #1 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
This page
|
130,781 | $762,453 | |
| 2 | USB |
US Bancorp De
|
10,725 | $647,790 | |
| 3 | ITUB |
Itau Unibanco Holding S.A.
|
58,965 | $481,744 | |
| 4 | NU |
Nu Holdings Ltd.
|
21,622 | $288,869 | |
| 5 | FITB |
Fifth Third Bancorp
|
4,591 | $258,794 | |
| 6 | TFC |
Truist Financial Corp
|
5,187 | $258,416 |
All Filings in LYG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,453 | 130,781 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $579,727 | 115,254 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $540,552 | 101,991 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $331,597 | 73,039 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $246,423 | 57,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $146,726 | 38,410 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $57,413 | 21,108 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||