Position in LYG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,467,390
+$409,854 QoQ
Shares Held
423,223
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#101
of 610 holders
Holding Since
Jun 2022
17 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, 2026NewEdge Wealth, LLC holds $126,755,942 across 30 Banks - Regional names. LYG ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
1,367,213 | $77,069,796 | |
| 2 | NWG |
NatWest Group plc
|
435,673 | $7,680,914 | |
| 3 | KB |
KB Financial Group Inc.
|
73,162 | $7,679,083 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
29,669 | $7,305,101 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
109,575 | $6,930,618 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
423,223 | $2,467,390 | |
| 7 | FHB |
First Hawaiian, Inc.
|
83,192 | $2,437,525 | |
| 8 | USB |
US Bancorp De
|
31,931 | $1,928,632 |
All Filings in LYG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,467,390 | 423,223 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,057,536 | 409,053 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,565,390 | 484,036 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,330,504 | 513,327 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,826,373 | 429,735 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,608,304 | 421,022 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,240,997 | 456,249 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,418,383 | 454,610 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,208,846 | 442,801 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,150,237 | 444,107 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,034,623 | 432,897 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $922,238 | 432,976 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $939,292 | 426,951 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,014,252 | 437,178 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $921,274 | 418,761 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $776,349 | 433,715 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $734,914 | 360,252 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||