Intergy Private Wealth, LLC

Position in LYG — Lloyds Banking Group plc

CIK 1911342 COLORADO SPRINGS, CO

Position in LYG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$94,241

+$13,072 QoQ

Shares Held

16,165

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#392

of 608 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intergy Private Wealth, LLC holds $4,584,896 across 5 Banks - Regional names. LYG ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	14,529	$3,577,330
2	HBAN	Huntington Bancshares Inc /Md/	22,328	$395,875
3	USB	US Bancorp \De\	4,885	$295,054
4	TFC	Truist Financial Corp	4,464	$222,396
5	LYG	Lloyds Banking Group plc This page	16,165	$94,241

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,241	16,165	+0.2%	Shares	Sole	2026-07-17
2026-03-31	$81,169	16,137	+9.9%	Shares	Sole	2026-04-16
2025-12-31	$77,846	14,688	+3.8%	Shares	Sole	2026-01-22
2025-09-30	$64,213	14,144	-0.5%	Shares	Sole	2025-10-14
2025-06-30	$60,409	14,214	-3.2%	Shares	Sole	2025-07-23
2025-03-31	$56,096	14,685	+9.9%	Shares	Sole	2025-04-11
2024-12-31	$36,339	13,360	+2.3%	Shares	Sole	2025-01-23
2024-09-30	$40,744	13,059	+23.0%	Shares	Sole	2024-10-17
2024-06-30	$28,981	10,616	—	Shares	Sole	2024-07-15
No filing history on record for this holder in this stock.