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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

LYG holding history

Lloyds Banking Group plc in every 13F filed by Personal Cfo Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LYG overviewAll 13F holders of LYGFull Q2 2026 holdings

Shares (Q2 2026)
120,012
Value
$699.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of LYG by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026120,012$699.7K0.1%+853+0.7%AddedHolders
Q1 2026119,159$599.4K0.1%+99,543+507.5%AddedHolders
Q4 202519,616$104.0K<0.1%−2,129−9.8%ReducedHolders
Q3 202521,745$98.7K<0.1%+79+0.4%AddedHolders
Q2 202521,666$92.1K<0.1%−14,029−39.3%ReducedHolders
Q1 202535,695$136.4K<0.1%−1,166−3.2%ReducedHolders
Q4 202436,861$100.3K<0.1%+547+1.5%AddedHolders
Q3 202436,314$113.3K<0.1%+4,477+14.1%AddedHolders
Q2 202431,837$86.9K<0.1%+5,709+21.9%AddedHolders
Q1 202426,128$67.7K<0.1%+4,135+18.8%AddedHolders
Q4 202321,993$52.6K<0.1%−4,127−15.8%ReducedHolders
Q3 202326,120$55.6K<0.1%+103+0.4%AddedHolders
Q2 202326,017$57.2K<0.1%00.0%UnchangedHolders
Q1 202326,017$60.4K<0.1%−4,550−14.9%ReducedHolders
Q4 202230,567$67.2K<0.1%+1,529+5.3%AddedHolders
Q3 202229,038$52.0K<0.1%−2,873−9.0%ReducedHolders
Q2 202231,911$65.0K<0.1%+1,167+3.8%AddedHolders
Q1 202230,744$74.0K<0.1%+2,998+10.8%AddedHolders
Q4 202127,746$71.0K<0.1%+8,129+41.4%AddedHolders
Q3 202119,617$48.0K<0.1%−2,626−11.8%ReducedHolders
Q2 202122,243$57.0K<0.1%+2,000+9.9%AddedHolders
Q1 202120,243$47.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.