Ariadne Wealth Management, LP
Position in LYG — Lloyds Banking Group plc
CIK 2034793
SANTA BARBARA, CA
Position in LYG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$153,801
+$21,105 QoQ
Shares Held
26,381
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#322
of 608 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ariadne Wealth Management, LP holds $1,994,309 across 6 Banks - Regional names. LYG ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
45,994 | $440,622 | |
| 2 | SHG |
Shinhan Financial Group Co Ltd
|
6,752 | $427,064 | |
| 3 | WF |
Woori Financial Group Inc.
|
6,885 | $395,199 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,439 | $354,310 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
3,187 | $223,313 | |
| 6 | LYG |
Lloyds Banking Group plc
This page
|
26,381 | $153,801 |
All Filings in LYG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,801 | 26,381 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $132,696 | 26,381 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $139,819 | 26,381 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $119,769 | 26,381 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $112,119 | 26,381 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $53,774 | 19,770 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $66,399 | 21,282 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||