Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

LYG holding history

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

LYG overview All 13F holders of LYG Full Q2 2026 holdings

Shares (Q2 2026): 10,953
Value: $63.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of LYG by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,953	$63.9K	<0.1%	−2,017−15.6%	Reduced	Holders
Q1 2026	12,970	$65.2K	<0.1%	+12,970	New	Holders