Position in LYG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$115,556
+$17,235 QoQ
Shares Held
19,821
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#371
of 608 holders
Holding Since
Mar 2025
6 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, 2026Berger Financial Group, Inc holds $1,212,579 across 3 Banks - Regional names. LYG ranks #3 (9.5% of the industry book) .
All Filings in LYG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,556 | 19,821 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $98,321 | 19,547 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $103,599 | 19,547 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $89,129 | 19,632 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $83,436 | 19,632 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $74,994 | 19,632 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||