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Equibles

ELEVATION POINT WEALTH PARTNERS, LLC

Position in LYG — Lloyds Banking Group plc

CIK 1744349 DENVER, CO
Back to LYG Full portfolio

Position in LYG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,193,933
+$357,702 QoQ
Shares Held
376,318
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#114
of 612 holders
Holding Since
Mar 2024
10 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, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $143,198,299 across 37 Banks - Regional names. LYG ranks #5 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BOKF
Bok Financial Corp
 770,026 $106,941,210
2 TFC
Truist Financial Corp
 58,565 $2,917,708
3 SSB
SouthState Bank Corp
 27,572 $2,754,442
4 PNC
Pnc Financial Services Group, Inc.
 9,115 $2,244,295
5 LYG
Lloyds Banking Group plc
This page 		376,318 $2,193,933
6 FITB
Fifth Third Bancorp
 37,002 $2,085,802
7 IBN
Icici Bank Ltd
 70,826 $2,056,078
8 MTB
M&T Bank Corp
 7,855 $1,869,568

All Filings in LYG

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,193,933 376,318
2026-03-31 $1,836,231 365,056
2025-12-31 $420,629 79,364
2025-09-30 $138,029 30,403
2025-06-30 $835,154 196,507
2025-03-31 $592,776 155,177
2024-12-31 $433,592 159,409
2024-09-30 $550,246 176,361
2024-06-30 $520,127 190,523
2024-03-31 $496,280 191,614