RMR Wealth Builders

Position in LYG — Lloyds Banking Group plc

CIK 1803848 Montclair, NJ

Position in LYG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$94,784

+$13,988 QoQ

Shares Held

16,258

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#390

of 608 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $4,926,647 across 5 Banks - Regional names. LYG ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	7,093	$1,746,438
2	CBNA	Chain Bridge Bancorp Inc	38,710	$1,627,755
3	TFC	Truist Financial Corp	20,016	$997,197
4	IBN	Icici Bank Ltd	15,862	$460,473
5	LYG	Lloyds Banking Group plc This page	16,258	$94,784

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,784	16,258	+1.2%	Shares	Sole	2026-07-24
2026-03-31	$80,796	16,063	+26.5%	Shares	Sole	2026-04-22
2023-09-30	$27,051	12,700	0.0%	Shares	Sole	2023-10-23
2023-06-30	$27,940	12,700	0.0%	Shares	Sole	2023-07-21
2023-03-31	$29,464	12,700	0.0%	Shares	Sole	2023-04-11
2022-12-31	$27,940	12,700	0.0%	Shares	Sole	2023-02-15
2022-09-30	$22,733	12,700	0.0%	Shares	Sole	2022-11-08
2022-06-30	$25,908	12,700	0.0%	Shares	Sole	2022-08-02
2022-03-31	$30,607	12,700	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.