Position in LYG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$124,487
+$17,083 QoQ
Shares Held
21,353
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#356
of 608 holders
Holding Since
Dec 2025
3 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, 2026Curated Wealth Partners LLC holds $2,344,174 across 6 Banks - Regional names. LYG ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHB |
First Hawaiian, Inc.
|
20,693 | $606,304 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,854 | $456,491 | |
| 3 | BANF |
Bancfirst Corp /Ok/
|
4,035 | $448,408 | |
| 4 | PNBK |
Patriot National Bancorp Inc
|
427,980 | $410,860 | |
| 5 | TFC |
Truist Financial Corp
|
5,974 | $297,624 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
21,353 | $124,487 |
All Filings in LYG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,487 | 21,353 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $107,404 | 21,353 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $113,170 | 21,353 | Shares | Other | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||