Position in LYG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$390,343
+$77,347 QoQ
Shares Held
77,603
+31.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,993,267 across 14 Banks - Regional names. LYG ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,657 | $969,075 | |
| 2 | USB |
US Bancorp \De\
|
16,066 | $835,592 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
11,094 | $665,307 | |
| 4 | FITB |
Fifth Third Bancorp
|
13,541 | $629,114 | |
| 5 | TFC |
Truist Financial Corp
|
8,951 | $411,477 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
77,603 | $390,343 | |
| 7 | PGC |
Peapack Gladstone Financial Corp
|
9,353 | $329,319 | |
| 8 | ITUB |
Itau Unibanco Holding S.A.
|
37,948 | $318,004 |
All Filings in LYG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $390,343 | 77,603 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $312,996 | 59,056 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $184,832 | 40,712 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $100,499 | 23,647 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $38,398 | 10,052 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $32,582 | 11,979 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $33,717 | 10,807 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $27,818 | 10,190 | Shares | Sole | 2024-07-02 | |
| 2023-12-31 | $29,679 | 12,418 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $28,746 | 13,496 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||