Position in LYG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$58,865
New position
Shares Held
10,097
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#478
of 608 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Triad Wealth Partners, LLC holds $2,118,184 across 6 Banks - Regional names. LYG ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,304 | $622,361 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,962 | $483,083 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,802 | $439,798 | |
| 4 | TFC |
Truist Financial Corp
|
5,433 | $270,672 | |
| 5 | UMBF |
Umb Financial Corp
|
1,705 | $243,405 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
10,097 | $58,865 |
All Filings in LYG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,865 | 10,097 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||