Position in LYG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$295,167
+$157,411 QoQ
Shares Held
50,629
+84.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#261
of 608 holders
Holding Since
Mar 2026
2 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, 2026Keebeck Wealth Management holds $3,788,851 across 9 Banks - Regional names. LYG ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,005 | $1,232,331 | |
| 2 | AX |
Axos Financial, Inc.
|
6,185 | $602,357 | |
| 3 | FLG |
Flagstar Bank, National Association
|
33,333 | $497,995 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
9,307 | $314,204 | |
| 5 | LYG |
Lloyds Banking Group plc
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|
50,629 | $295,167 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
16,625 | $294,761 | |
| 7 | NWG |
NatWest Group plc
|
14,376 | $253,448 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
23,839 | $228,377 |
All Filings in LYG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,167 | 50,629 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $137,756 | 27,387 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||