Global Retirement Partners, LLC
PensionPosition in LYG — Lloyds Banking Group plc
CIK 1749744
San Rafael, CA
Position in LYG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,382,417
-$143,759 QoQ
Shares Held
408,648
-14.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#27
of 328 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $47,024,691 across 148 Banks - Regional names. LYG ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp De
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in LYG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,382,417 | 408,648 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2,526,176 | 476,637 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,856,006 | 408,812 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,816,182 | 427,337 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,145,454 | 421,123 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,260,345 | 403,957 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,104,339 | 404,520 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $927,717 | 358,192 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $790,358 | 330,694 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $684,317 | 321,276 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $757,380 | 344,264 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $726,837 | 313,292 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $640,486 | 291,130 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $584,118 | 326,323 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $615,512 | 301,722 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $704,686 | 292,401 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $486,726 | 198,664 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $490,410 | 192,318 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $427,652 | 184,333 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $334,132 | 170,476 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $218,570 | 168,131 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $233,221 | 155,481 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $178,669 | 118,324 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||