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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

LYG holding history

Lloyds Banking Group plc in every 13F filed by EverSource Wealth Advisors, 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)
66,821
Value
$389.6K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of LYG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666,821$389.6K<0.1%−42,443−38.8%ReducedHolders
Q1 2026109,264$549.6K<0.1%+25,222+30.0%AddedHolders
Q4 202584,042$445.4K<0.1%+4,496+5.7%AddedHolders
Q3 202579,546$361.1K<0.1%+7,727+10.8%AddedHolders
Q2 202571,819$305.2K<0.1%+40,324+128.0%AddedHolders
Q1 202531,495$120.3K<0.1%+10,258+48.3%AddedHolders
Q4 202421,237$57.8K<0.1%+1,249+6.2%AddedHolders
Q3 202419,988$62.4K<0.1%+2,439+13.9%AddedHolders
Q2 202417,549$53.2K<0.1%+1,477+9.2%AddedHolders
Q1 202416,072$41.1K<0.1%+4,955+44.6%AddedHolders
Q4 202311,117$26.6K<0.1%+8,027+259.8%AddedHolders
Q3 20233,090$6.58K<0.1%−2,553−45.2%ReducedHolders
Q2 20235,643$12.4K<0.1%+517+10.1%AddedHolders
Q1 20235,126$11.9K<0.1%−1,755−25.5%ReducedHolders
Q4 20226,881$15.1K<0.1%−7,145−50.9%ReducedHolders
Q3 202214,026$26.0K<0.1%+11,108+380.7%AddedHolders
Q2 20222,918$6.00K<0.1%00.0%UnchangedHolders
Q1 20222,918$7.00K<0.1%−1,723−37.1%ReducedHolders
Q4 20214,641$12.0K<0.1%–No prior filingHolders