New England Capital Financial Advisors LLC
Position in LYG — Lloyds Banking Group plc
CIK 1964652
MERIDEN, CT
Position in LYG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,689
+$1,055 QoQ
Shares Held
1,319
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#530
of 608 holders
Holding Since
Jun 2025
5 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, 2026New England Capital Financial Advisors LLC holds $1,089,352 across 10 Banks - Regional names. LYG ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
14,284 | $805,189 | |
| 2 | RF |
Regions Financial Corp
|
5,707 | $172,351 | |
| 3 | WBS |
Webster Financial Corp
|
438 | $33,471 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
198 | $19,974 | |
| 5 | USB |
US Bancorp De
|
287 | $17,334 | |
| 6 | AMAL |
Amalgamated Financial Corp.
|
300 | $13,770 | |
| 7 | BBT |
Beacon Financial Corp
|
351 | $10,687 | |
| 8 | LYG |
Lloyds Banking Group plc
This page
|
1,319 | $7,689 |
All Filings in LYG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,689 | 1,319 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,634 | 1,319 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,990 | 1,319 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,988 | 1,319 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,605 | 1,319 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||