Position in LYG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$68,312
-$3,667 QoQ
Shares Held
13,581
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026LEGACY FINANCIAL GROUP, INC. holds $1,118,049 across 2 Banks - Regional names. LYG ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BANF |
Bancfirst Corp /Ok/
|
9,675 | $1,049,737 | |
| 2 | LYG |
Lloyds Banking Group plc
This page
|
13,581 | $68,312 |
All Filings in LYG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,312 | 13,581 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $71,979 | 13,581 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $61,657 | 13,581 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $57,719 | 13,581 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $51,879 | 13,581 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||