Position in LYG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$82,430
+$9,234 QoQ
Shares Held
14,139
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#420
of 608 holders
Holding Since
Jun 2024
4 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, 2026Opal Wealth Advisors, LLC holds $82,430 across 1 Banks - Regional name. LYG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
This page
|
14,139 | $82,430 |
All Filings in LYG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,430 | 14,139 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $73,196 | 14,552 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $35,202 | 8,283 | Shares | Sole | 2025-07-14 | |
| 2024-06-30 | $1,591 | 583 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||