Position in LYG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$320,247
+$120,527 QoQ
Shares Held
54,931
+38.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#252
of 608 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, 2026Portside Wealth Group, LLC holds $5,678,183 across 9 Banks - Regional names. LYG ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
41,063 | $2,480,204 | |
| 2 | ABCB |
Ameris Bancorp
|
7,549 | $681,372 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
13,747 | $581,635 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,220 | $546,607 | |
| 5 | UMBF |
Umb Financial Corp
|
2,917 | $416,430 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
54,931 | $320,247 | |
| 7 | KEY |
Keycorp /New/
|
10,802 | $248,986 | |
| 8 | FITB |
Fifth Third Bancorp
|
3,731 | $210,315 |
All Filings in LYG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,247 | 54,931 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $199,720 | 39,706 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $162,857 | 30,728 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $69,212 | 15,245 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $54,799 | 12,894 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $394,667 | 103,316 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $255,821 | 94,052 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $277,254 | 88,864 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $112,724 | 41,291 | Shares | Other | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||