Position in LYG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$288,754
+$46,097 QoQ
Shares Held
49,529
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#267
of 610 holders
Holding Since
Mar 2020
22 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, 2026SAGE RHINO CAPITAL LLC holds $3,517,274 across 13 Banks - Regional names. LYG ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
47,409 | $454,178 | |
| 2 | ABCB |
Ameris Bancorp
|
3,489 | $314,917 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,924 | $294,973 | |
| 4 | LYG |
Lloyds Banking Group plc
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|
49,529 | $288,754 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
8,333 | $281,322 | |
| 6 | FHN |
First Horizon Corp
|
10,656 | $273,219 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
6,452 | $272,984 | |
| 8 | 3,391 | $259,140 |
All Filings in LYG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,754 | 49,529 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $242,657 | 48,242 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $255,205 | 48,152 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $219,885 | 48,433 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $202,244 | 47,587 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $178,756 | 46,795 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $115,428 | 42,437 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $130,032 | 41,677 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $107,619 | 39,421 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $98,184 | 37,909 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $84,178 | 35,221 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $65,331 | 30,672 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $69,526 | 31,603 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $72,307 | 31,167 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $62,000 | 28,182 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $47,254 | 26,399 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $47,650 | 23,358 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $66,829 | 27,730 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $55,623 | 21,813 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $46,162 | 18,842 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $38,469 | 15,086 | Shares | Sole | 2021-07-27 | |
| 2020-03-31 | $38,372 | 25,412 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||