CPA Asset Management Group, LLC
Position in LYG — Lloyds Banking Group plc
CIK 1963967
WEST PALM BEACH, FL
Position in LYG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$135,168
+$18,548 QoQ
Shares Held
23,185
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#348
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, 2026CPA Asset Management Group, LLC holds $1,209,918 across 2 Banks - Regional names. LYG ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,365 | $1,074,750 | |
| 2 | LYG |
Lloyds Banking Group plc
This page
|
23,185 | $135,168 |
All Filings in LYG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,168 | 23,185 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $116,620 | 23,185 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $129,712 | 24,474 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||