Position in LYG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,599,206
+$645,675 QoQ
Shares Held
445,833
+14.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#7
of 130 holders
Holding Since
Mar 2024
10 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, 2026HF Advisory Group, LLC holds $5,960,461 across 2 Banks - Regional names. LYG ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
67,468 | $3,361,255 | |
| 2 | LYG |
Lloyds Banking Group plc
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|
445,833 | $2,599,206 |
All Filings in LYG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,599,206 | 445,833 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,953,531 | 388,376 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,232,444 | 421,216 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,823,736 | 401,704 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,633,559 | 384,367 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,355,129 | 354,746 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $933,036 | 343,028 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,032,002 | 330,770 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $770,547 | 282,252 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $434,816 | 167,883 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||