Position in LYG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$63,395
+$8,699 QoQ
Shares Held
10,874
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#466
of 608 holders
Holding Since
Dec 2021
19 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, 2026Holistic Financial Partners holds $511,447 across 3 Banks - Regional names. LYG ranks #3 (12.4% of the industry book) .
All Filings in LYG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,395 | 10,874 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $54,696 | 10,874 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $57,632 | 10,874 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $49,367 | 10,874 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $46,214 | 10,874 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $41,538 | 10,874 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $29,577 | 10,874 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $33,926 | 10,874 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $82,011 | 30,041 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $83,030 | 32,058 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $76,618 | 32,058 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $68,283 | 32,058 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $70,527 | 32,058 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $96,247 | 41,486 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $91,770 | 41,714 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $74,668 | 41,714 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $85,096 | 41,714 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $100,530 | 41,714 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $67,763 | 26,574 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||