Position in LYG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,169,965
+$1,317,543 QoQ
Shares Held
431,405
+168.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $1,613,502,848 across 96 Banks - Regional names. LYG ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,520,788 | $207,820,618 | |
| 2 | USB |
US Bancorp De
|
3,956,818 | $205,794,100 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
799,646 | $166,398,330 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,689,737 | $145,553,944 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,868,672 | $132,395,410 | |
| 6 | HDB |
Hdfc Bank Ltd
|
2,997,676 | $74,582,177 | |
| 7 | RF |
Regions Financial Corp
|
2,718,157 | $70,998,256 | |
| 8 | FITB |
Fifth Third Bancorp
|
1,517,903 | $70,521,768 |
All Filings in LYG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,169,965 | 431,405 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $852,422 | 160,835 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,008,323 | 222,098 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $462,548 | 108,835 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,980,836 | 518,544 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $764,617 | 281,110 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $927,222 | 297,187 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $383,764 | 140,574 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $160,692 | 62,044 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $158,145 | 66,170 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $3,655,771 | 1,716,326 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $5,124,077 | 2,329,126 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $3,107,612 | 1,339,489 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $147,573 | 67,080 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $39,707,607 | 22,183,022 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $35,928,645 | 17,612,082 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $37,031,965 | 15,365,961 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $7,231,087 | 2,835,721 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,828,521 | 2,787,152 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,832,827 | 1,110,913 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $82,428 | 35,530 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $58,294 | 29,742 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $19,525,714 | 15,019,780 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,986 | 27,991 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $86,927 | 57,568 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||