Financial Gravity Asset Management, Inc.

Position in LYG — Lloyds Banking Group plc

CIK 1741736 Lakeway, TX

Position in LYG

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$35

-$2 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $2,925,974 across 7 Banks - Regional names. LYG ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFIN	Triumph Financial, Inc.	41,557	$2,479,290
2	CFR	Cullen/Frost Bankers, Inc.	3,023	$414,392
3	PNC	Pnc Financial Services Group, Inc.	95	$19,768
4	NU	Nu Holdings Ltd.	838	$12,042
5	FITB	Fifth Third Bancorp	9	$418
6	LYG	Lloyds Banking Group plc This page	7	$35
7	DB	Deutsche Bank Aktiengesellschaft	1	$29

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35	7	0.0%	Shares	Sole	2026-05-08
2025-12-31	$37	7	-99.0%	Shares	Sole	2026-02-13
2024-03-31	$1,805	698	+144.9%	Shares	Sole	2024-05-13
2023-12-31	$681	285	-10.1%	Shares	Sole	2024-06-26
2023-09-30	$672	317	+15750.0%	Shares	Sole	2023-11-16
2023-06-30	$4	2	0.0%	Shares	Sole	2023-08-09
2023-03-31	$4	2	0.0%	Shares	Sole	2023-05-12
2022-12-31	$4	2	-95.2%	Shares	Sole	2023-02-15
2022-09-30	$63	42	-8.7%	Shares	Sole	2022-11-03
2022-06-30	$92	46	-43.9%	Shares	Sole	2022-08-05
2022-03-31	$164	82	+1.2%	Shares	Sole	2022-05-13
2021-12-31	$189	81	-97.2%	Shares	Sole	2022-02-11
2021-09-30	$6,980	2,849	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$7,224	2,833	-7.1%	Shares	Sole	2021-08-11
2021-03-31	$7,076	3,050	+4.1%	Shares	Sole	2021-05-17
2020-12-31	$5,742	2,930	-80.5%	Shares	Sole	2021-02-16
2020-03-31	$22,697	15,032	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.