Position in LYG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$153,014
+$21,007 QoQ
Shares Held
26,246
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#323
of 608 holders
Holding Since
Dec 2024
7 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, 2026Meriwether Wealth & Planning, LLC holds $1,295,739 across 2 Banks - Regional names. LYG ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFST |
Business First Bancshares, Inc.
|
37,186 | $1,142,725 | |
| 2 | LYG |
Lloyds Banking Group plc
This page
|
26,246 | $153,014 |
All Filings in LYG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,014 | 26,246 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $132,007 | 26,244 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $156,954 | 29,614 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $164,929 | 36,328 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $161,211 | 37,932 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $211,165 | 55,279 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $139,163 | 51,163 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||