Position in LYG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$58,375
-$67,596 QoQ
Shares Held
10,013
-60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#479
of 608 holders
Holding Since
Dec 2025
3 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, 2026Carter Financial Group, INC. holds $179,954 across 2 Banks - Regional names. LYG ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
12,691 | $121,579 | |
| 2 | LYG |
Lloyds Banking Group plc
This page
|
10,013 | $58,375 |
All Filings in LYG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,375 | 10,013 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $125,971 | 25,044 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $128,890 | 24,319 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||