Position in LYG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$589,715
+$59,247 QoQ
Shares Held
101,152
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#196
of 610 holders
Holding Since
Jun 2024
9 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, 2026Drucker Wealth 3.0, LLC holds $6,503,638 across 7 Banks - Regional names. LYG ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,981 | $1,472,641 | |
| 2 | TFC |
Truist Financial Corp
|
28,412 | $1,415,485 | |
| 3 | RF |
Regions Financial Corp
|
43,309 | $1,307,931 | |
| 4 | KEY |
Keycorp /New/
|
50,293 | $1,159,253 | |
| 5 | LYG |
Lloyds Banking Group plc
This page
|
101,152 | $589,715 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,877 | $341,731 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
6,767 | $216,882 |
All Filings in LYG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,715 | 101,152 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $530,468 | 105,461 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $610,972 | 115,278 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $803,920 | 177,075 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,104,909 | 495,273 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $2,766,203 | 724,137 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,047,528 | 752,768 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $2,399,535 | 769,082 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,059,348 | 754,340 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||