Position in LYG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,146,621
+$190,227 QoQ
Shares Held
196,676
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#157
of 610 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $21,613,854 across 31 Banks - Regional names. LYG ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
213,939 | $2,049,535 | |
| 2 | HDB |
Hdfc Bank Ltd
|
62,141 | $1,605,102 | |
| 3 | IBN |
Icici Bank Ltd
|
52,972 | $1,537,777 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
21,830 | $1,529,628 | |
| 5 | USB |
US Bancorp De
|
23,940 | $1,445,976 | |
| 6 | KB |
KB Financial Group Inc.
|
11,412 | $1,197,803 | |
| 7 | LYG |
Lloyds Banking Group plc
This page
|
196,676 | $1,146,621 | |
| 8 | NWG |
NatWest Group plc
|
63,031 | $1,111,236 |
All Filings in LYG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,621 | 196,676 | Shares | Sole | 2026-07-16 | |
| 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. | ||||||