Position in LYG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$7,437,503
-$369,821 QoQ
Shares Held
1,478,629
+0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.35987323392143.ToString("F0")%
Shared 0.ToString("F0")%
None 10.640126766078577.ToString("F0")%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Ethic Inc. holds $138,967,507 across 43 Banks - Regional names. LYG ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
84,626 | $17,609,824 | |
| 2 | USB |
US Bancorp De
|
262,405 | $13,647,684 | |
| 3 | FITB |
Fifth Third Bancorp
|
220,714 | $10,254,372 | |
| 4 | TFC |
Truist Financial Corp
|
184,125 | $8,464,226 | |
| 5 | WF |
Woori Financial Group Inc.
|
123,390 | $8,217,774 | |
| 6 | KB |
KB Financial Group Inc.
|
80,019 | $7,980,294 | |
| 7 | LYG |
Lloyds Banking Group plc
This page
|
1,478,629 | $7,437,503 | |
| 8 | IBN |
Icici Bank Ltd
|
270,401 | $7,003,385 |
All Filings in LYG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,437,503 | 1,478,629 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,807,324 | 1,473,080 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,460,025 | 1,422,913 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,585,834 | 1,314,314 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,311,389 | 1,390,416 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,892,417 | 1,431,036 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,981,451 | 1,596,619 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,315,556 | 1,580,790 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,135,243 | 1,596,619 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,177,081 | 1,747,733 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,915,884 | 1,368,960 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,759,713 | 1,254,415 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,859,671 | 1,232,617 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,755,112 | 1,252,324 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,979,450 | 1,105,838 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,156,333 | 1,057,026 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,243,543 | 930,931 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,292,123 | 506,715 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $723,717 | 295,395 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $701,979 | 275,286 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $302,597 | 130,430 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $218,798 | 111,632 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $66,727 | 51,329 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $57,669 | 38,446 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $124,727 | 82,601 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||