Aspen Grove Capital, LLC

Position in LYG — Lloyds Banking Group plc

CIK 1806027 AVON, CO

Position in LYG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$201,210

-$59,825 QoQ

Shares Held

40,002

-34.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Aspen Grove Capital, LLC holds $14,095,169 across 5 Banks - Regional names. LYG ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLY	Valley National Bancorp	1,080,900	$13,273,452
2	KB	KB Financial Group Inc.	2,786	$277,847
3	SHG	Shinhan Financial Group Co Ltd	4,016	$246,261
4	LYG	Lloyds Banking Group plc This page	40,002	$201,210
5	MFG	Mizuho Financial Group Inc	12,141	$96,399

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$201,210	40,002	-34.9%	Shares	Sole	2026-05-14
2025-06-30	$261,035	61,420	+4.1%	Shares	Sole	2025-08-14
2025-03-31	$225,456	59,020	-12.6%	Shares	Sole	2025-05-14
2024-12-31	$183,580	67,493	0.0%	Shares	Sole	2025-02-14
2024-09-30	$210,578	67,493	-0.0%	Shares	Sole	2024-11-13
2024-06-30	$184,258	67,494	+1.0%	Shares	Sole	2024-08-14
2024-03-31	$173,154	66,855	0.0%	Shares	Sole	2024-05-15
2023-12-31	$159,783	66,855	+10.2%	Shares	Sole	2024-02-14
2023-09-30	$129,220	60,667	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$133,317	60,599	-22.7%	Shares	Sole	2023-08-14
2023-03-31	$181,962	78,432	+9.7%	Shares	Sole	2023-05-15
2022-12-31	$157,326	71,512	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.