Position in LYG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$366,298
+$44,454 QoQ
Shares Held
62,830
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#9
of 37 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Alliance Wealth Advisors, LLC holds $7,433,783 across 9 Banks - Regional names. LYG ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFIS |
Peoples Financial Services Corp.
|
44,933 | $2,982,203 | |
| 2 | CBU |
Community Financial System, Inc.
|
19,775 | $1,327,298 | |
| 3 | FDBC |
Fidelity D & D Bancorp Inc
|
15,318 | $787,651 | |
| 4 | TFC |
Truist Financial Corp
|
11,171 | $556,539 | |
| 5 | NWFL |
Norwood Financial Corp
|
14,364 | $461,802 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,691 | $416,358 | |
| 7 | LYG |
Lloyds Banking Group plc
This page
|
62,830 | $366,298 | |
| 8 | MTB |
M&T Bank Corp
|
1,281 | $304,890 |
All Filings in LYG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,298 | 62,830 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $321,844 | 63,985 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $318,333 | 60,063 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $274,992 | 60,571 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $268,574 | 63,194 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $253,712 | 66,417 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $170,073 | 62,527 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $197,995 | 63,460 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $174,340 | 63,861 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $185,695 | 71,697 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $171,181 | 71,624 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $162,810 | 76,437 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $168,161 | 76,437 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $177,333 | 76,437 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $173,384 | 78,811 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $147,010 | 82,129 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $176,457 | 86,499 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $208,462 | 86,499 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $106,273 | 41,676 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $102,106 | 41,676 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $105,330 | 41,306 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $97,057 | 41,835 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $79,891 | 40,761 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||