Octavia Wealth Advisors, LLC

Position in LYG — Lloyds Banking Group plc

CIK 1841259 CINCINNATI, OH

Position in LYG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$81,462

+$8,638 QoQ

Shares Held

13,973

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#426

of 610 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $1,700,781 across 4 Banks - Regional names. LYG ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	18,442	$918,780
2	FITB	Fifth Third Bancorp	8,313	$468,603
3	USB	US Bancorp De	3,840	$231,936
4	LYG	Lloyds Banking Group plc This page	13,973	$81,462

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,462	13,973	-3.5%	Shares	Sole	2026-07-14
2026-03-31	$72,824	14,478	-43.6%	Shares	Sole	2026-04-10
2025-12-31	$135,976	25,656	-1.9%	Shares	Sole	2026-01-23
2025-09-30	$118,684	26,142	+6.2%	Shares	Sole	2025-10-28
2025-06-30	$104,626	24,618	-0.4%	Shares	Sole	2025-07-16
2025-03-31	$94,407	24,714	0.0%	Shares	Sole	2025-04-14
2024-12-31	$67,222	24,714	0.0%	Shares	Sole	2025-01-17
2024-09-30	$77,107	24,714	0.0%	Shares	Sole	2024-10-10
2024-06-30	$67,469	24,714	+6.6%	Shares	Sole	2024-08-02
2024-03-31	$60,072	23,194	-6.2%	Shares	Sole	2024-04-15
2023-12-31	$59,066	24,714	0.0%	Shares	Sole	2024-01-30
2023-09-30	$52,640	24,714	0.0%	Shares	Sole	2023-10-30
2023-06-30	$54,370	24,714	0.0%	Shares	Sole	2023-07-18
2023-03-31	$57,336	24,714	0.0%	Shares	Sole	2023-04-20
2022-12-31	$54,370	24,714	0.0%	Shares	Sole	2023-01-19
2022-09-30	$44,238	24,714	+59.0%	Shares	Sole	2022-10-17
2022-03-31	$37,461	15,544	0.0%	Shares	Sole	2022-04-20
2021-12-31	$39,637	15,544	+48.3%	Shares	Sole	2022-01-28
2021-09-30	$25,678	10,481	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.