ELEVATION POINT WEALTH PARTNERS, LLC

Position in LYG — Lloyds Banking Group plc

CIK 1744349 DENVER, CO

Position in LYG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,836,231

+$1,415,602 QoQ

Shares Held

365,056

+360.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $30,280,084 across 35 Banks - Regional names. LYG ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	59,573	$2,738,570
2	SSB	SouthState Bank Corp	22,650	$2,095,578
3	LYG	Lloyds Banking Group plc This page	365,056	$1,836,231
4	IBN	Icici Bank Ltd	69,359	$1,796,398
5	NU	Nu Holdings Ltd.	112,269	$1,613,305
6	USB	US Bancorp De	30,251	$1,573,354
7	FITB	Fifth Third Bancorp	33,134	$1,539,405
8	PNC	Pnc Financial Services Group, Inc.	7,076	$1,472,444

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,836,231	365,056	+360.0%	Shares	Sole	2026-04-27
2025-12-31	$420,629	79,364	+161.0%	Shares	Sole	2026-02-12
2025-09-30	$138,029	30,403	-84.5%	Shares	Sole	2025-11-14
2025-06-30	$835,154	196,507	+26.6%	Shares	Sole	2026-02-03
2025-03-31	$592,776	155,177	-2.7%	Shares	Sole	2026-02-03
2024-12-31	$433,592	159,409	-9.6%	Shares	Sole	2026-02-03
2024-09-30	$550,246	176,361	-7.4%	Shares	Sole	2026-02-03
2024-06-30	$520,127	190,523	-0.6%	Shares	Sole	2026-02-03
2024-03-31	$496,280	191,614	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.