Position in LYG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$956,394
+$74,538 QoQ
Shares Held
190,138
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Aaron Wealth Advisors LLC holds $16,247,627 across 27 Banks - Regional names. LYG ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
54,010 | $1,398,859 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
162,923 | $1,293,608 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
20,711 | $1,242,038 | |
| 4 | USB |
US Bancorp De
|
22,477 | $1,169,028 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,809 | $1,000,704 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
190,138 | $956,394 | |
| 7 | HDB |
Hdfc Bank Ltd
|
37,132 | $923,844 | |
| 8 | NWG |
NatWest Group plc
|
56,409 | $840,494 |
All Filings in LYG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $956,394 | 190,138 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $881,856 | 166,388 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $619,514 | 136,457 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $589,976 | 138,818 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $534,482 | 139,917 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $356,755 | 131,160 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $376,000 | 120,513 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $271,987 | 99,629 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $243,325 | 93,948 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $95,893 | 53,572 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $48,731 | 23,888 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $179,470 | 74,469 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $57,306 | 22,473 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $26,085 | 10,647 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $49,113 | 19,260 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||