Compound Planning, Inc.

Position in LYG — Lloyds Banking Group plc

CIK 1978879 NEW YORK, NY

Position in LYG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,537,639

-$105,423 QoQ

Shares Held

504,501

+1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Compound Planning, Inc. holds $23,641,860 across 32 Banks - Regional names. LYG ranks #1 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc This page	504,501	$2,537,639
2	MFG	Mizuho Financial Group Inc	214,449	$1,702,724
3	PNC	Pnc Financial Services Group, Inc.	7,972	$1,658,893
4	USB	US Bancorp De	25,674	$1,335,303
5	KB	KB Financial Group Inc.	12,960	$1,292,499
6	TFC	Truist Financial Corp	24,880	$1,143,733
7	DB	Deutsche Bank Aktiengesellschaft	35,015	$1,042,746
8	SHG	Shinhan Financial Group Co Ltd	16,820	$1,031,401

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,537,639	504,501	+1.2%	Shares	Other	2026-05-14
2025-12-31	$2,643,062	498,691	+34.6%	Shares	Defined	2026-02-19
2025-09-30	$1,681,625	370,402	+6.1%	Shares	Sole	2025-11-10
2025-06-30	$1,483,352	349,024	+94.2%	Shares	Sole	2025-08-14
2025-03-31	$686,369	179,678	+14.0%	Shares	Sole	2025-05-14
2024-12-31	$428,840	157,662	-45.9%	Shares	Sole	2025-01-17
2024-09-30	$909,127	291,387	+89.8%	Shares	Sole	2024-10-08
2024-06-30	$419,139	153,531	+80.2%	Shares	Sole	2024-07-26
2024-03-31	$220,634	85,187	+92.0%	Shares	Sole	2024-05-07
2023-12-31	$106,018	44,359	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.