Position in LYG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$153,917
+$21,120 QoQ
Shares Held
26,401
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#321
of 608 holders
Holding Since
Dec 2023
10 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, 2026Traveka Wealth, LLC holds $1,769,189 across 8 Banks - Regional names. LYG ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
8,965 | $505,357 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
7,836 | $264,543 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
855 | $210,518 | |
| 4 | USB |
US Bancorp \De\
|
3,335 | $201,434 | |
| 5 | NWG |
NatWest Group plc
|
10,489 | $184,921 | |
| 6 | LYG |
Lloyds Banking Group plc
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|
26,401 | $153,917 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
14,797 | $141,755 | |
| 8 | BBD |
Bank Bradesco
|
30,762 | $106,744 |
All Filings in LYG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,917 | 26,401 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $132,797 | 26,401 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $139,925 | 26,401 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $118,997 | 26,211 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $110,593 | 26,022 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $106,581 | 27,901 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $75,890 | 27,901 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $79,235 | 29,024 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $67,104 | 25,909 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $56,882 | 23,800 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||