Smartleaf Asset Management LLC

Position in LYG — Lloyds Banking Group plc

CIK 2010393 BOSTON, MA

Position in LYG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$956,609

+$131,267 QoQ

Shares Held

164,084

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#166

of 610 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $25,488,307 across 188 Banks - Regional names. LYG ranks #7 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	12,701	$3,127,240
2	USB	US Bancorp De	31,191	$1,883,936
3	UVSP	UNIVEST FINANCIAL Corp	38,000	$1,662,500
4	TFC	Truist Financial Corp	28,703	$1,429,983
5	MFG	Mizuho Financial Group Inc	139,392	$1,335,375
6	HBAN	Huntington Bancshares Inc /Md/	59,857	$1,061,264
7	LYG	Lloyds Banking Group plc This page	164,084	$956,609
8	MTB	M&T Bank Corp	3,995	$950,849

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,609	164,084	0.0%	Shares	Sole	2026-08-12
2026-03-31	$825,342	164,084	+81.1%	Shares	Sole	2026-05-15
2025-12-31	$480,280	90,619	+13.5%	Shares	Sole	2026-02-13
2025-09-30	$362,600	79,868	+28.8%	Shares	Sole	2025-11-05
2025-06-30	$263,580	62,019	-10.1%	Shares	Sole	2025-08-14
2025-03-31	$263,572	68,998	-14.6%	Shares	Sole	2025-05-14
2024-12-31	$219,669	80,761	+34.7%	Shares	Sole	2025-02-05
2024-09-30	$187,109	59,971	+50.5%	Shares	Sole	2024-11-13
2024-06-30	$108,793	39,851	+18.6%	Shares	Sole	2024-10-08
2024-03-31	$87,024	33,600	+6.2%	Shares	Sole	2024-10-07
2023-12-31	$75,617	31,639	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.