FIDUCIARY FINANCIAL GROUP, LLC
Position in LYG — Lloyds Banking Group plc
CIK 1925420
SAN RAFAEL, CA
Position in LYG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$105,103
+$23,934 QoQ
Shares Held
18,028
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#374
of 598 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $1,774,591 across 5 Banks - Regional names. LYG ranks #5 (5.9% of the industry book) .
All Filings in LYG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,103 | 18,028 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $81,169 | 16,137 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $80,083 | 15,110 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $68,599 | 15,110 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $54,102 | 12,730 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $48,884 | 12,797 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $34,807 | 12,797 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $39,926 | 12,797 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $34,935 | 12,797 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||