Cypress Wealth Services, LLC

Position in LYG — Lloyds Banking Group plc

CIK 1721527 PALM DESERT, CA

Back to LYG Full portfolio

Position in LYG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$516,981

+$66,243 QoQ

Shares Held

88,676

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#47

of 221 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LYG Over Time

Shares Held

Position Value (USD)

Derivatives in LYG

reported options exposure · as of Sep 30, 2020

CallValue

CallShares

PutValue

$52,729

PutShares

40,561

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $3,586,308 across 5 Banks - Regional names. LYG ranks #5 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WABC	Westamerica Bancorporation	16,613	$974,684
2	PRK	Park National Corp /Oh/	5,250	$960,697
3	USB	US Bancorp De	9,954	$601,221
4	TFC	Truist Financial Corp	10,693	$532,725
5	LYG	Lloyds Banking Group plc This page	88,676	$516,981

All Filings in LYG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$516,981	88,676	-1.0%	Shares	Sole	2026-07-13
2026-03-31	$450,738	89,610	-0.1%	Shares	Sole	2026-04-15
2025-12-31	$475,282	89,676	-1.3%	Shares	Sole	2026-01-14
2025-09-30	$412,431	90,844	+0.0%	Shares	Sole	2025-10-15
2025-06-30	$385,942	90,810	+0.2%	Shares	Sole	2025-07-28
2025-03-31	$346,111	90,605	-0.9%	Shares	Sole	2025-04-10
2024-12-31	$248,618	91,404	-2.2%	Shares	Sole	2025-01-15
2024-09-30	$291,688	93,490	+1.0%	Shares	Sole	2024-10-09
2024-06-30	$252,601	92,528	-0.6%	Shares	Sole	2024-07-12
2024-03-31	$240,996	93,049	-12.9%	Shares	Sole	2024-04-16
2023-12-31	$255,402	106,863	-1.9%	Shares	Sole	2024-01-11
2023-09-30	$232,133	108,983	0.0%	Shares	Sole	2023-10-13
2023-06-30	$239,762	108,983	+24.0%	Shares	Sole	2023-07-21
2023-03-31	$203,965	87,916	+1.3%	Shares	Sole	2023-04-07
2022-12-31	$190,968	86,804	-2.8%	Shares	Sole	2023-01-19
2022-09-30	$159,820	89,285	+2.4%	Shares	Sole	2022-10-14
2022-06-30	$177,824	87,169	+45.1%	Shares	Sole	2022-07-27
2022-03-31	$144,754	60,064	+31.9%	Shares	Sole	2022-04-22
2021-12-31	$116,111	45,534	+29.7%	Shares	Sole	2022-01-19
2021-09-30	$86,009	35,106	-6.1%	Shares	Sole	2021-10-13
2021-06-30	$95,319	37,380	+21.5%	Shares	Sole	2021-07-14
2021-03-31	$71,360	30,759	-22.3%	Shares	Sole	2021-04-28
2020-12-31	$77,608	39,596	-2.4%	Shares	Sole	2021-01-22
2020-09-30	$52,729	40,561	-14.6%	Put	Sole	2020-10-23
2020-06-30	$71,244	47,496	+18.5%	Shares	Sole	2020-07-15
2020-03-31	$60,541	40,094	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.