Bruce G. Allen Investments, LLC

Position in LYG — Lloyds Banking Group plc

CIK 2005409 DENVER, CO

Position in LYG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$112,309

+$14,974 QoQ

Shares Held

19,264

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#374

of 607 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $1,455,517 across 54 Banks - Regional names. LYG ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	3,755	$226,802
2	PNC	Pnc Financial Services Group, Inc.	844	$207,809
3	TFC	Truist Financial Corp	2,997	$149,310
4	NWG	NatWest Group plc	7,240	$127,641
5	LYG	Lloyds Banking Group plc This page	19,264	$112,309
6	BPOP	Popular, Inc.	452	$74,209
7	RF	Regions Financial Corp	2,310	$69,762
8	PNFP	Pinnacle Financial Partners, Inc.	595	$60,023

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,309	19,264	-0.4%	Shares	Sole	2026-07-31
2026-03-31	$97,335	19,351	-12.8%	Shares	Sole	2026-05-08
2025-12-31	$117,559	22,181	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$100,992	22,245	-13.6%	Shares	Sole	2025-10-30
2025-06-30	$109,416	25,745	-0.5%	Shares	Sole	2025-07-09
2025-03-31	$98,796	25,863	-40.1%	Shares	Sole	2025-04-14
2024-12-31	$117,506	43,201	-1.7%	Shares	Sole	2025-01-10
2024-09-30	$137,183	43,969	-28.4%	Shares	Sole	2024-10-08
2024-06-30	$167,597	61,391	-0.0%	Shares	Sole	2024-07-12
2024-03-31	$159,057	61,412	+6.9%	Shares	Sole	2024-04-10
2023-12-31	$137,248	57,426	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.