EAGLE GLOBAL ADVISORS LLC LYG — LLOYDS TSB GROUP PLC ADR COM

Ownership history in EAGLE GLOBAL ADVISORS LLC  ·  17 quarters on record

AI Ownership Summary

EAGLE GLOBAL ADVISORS LLC reported LLOYDS TSB GROUP PLC ADR COM (LYG) in 17 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.25% in 2026 Q2. The latest visible filing shows LYG at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EAGLE GLOBAL ADVISORS LLC's position in LLOYDS TSB GROUP PLC ADR COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LYG was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LYG stock page EAGLE GLOBAL ADVISORS LLC fund profile EAGLE GLOBAL ADVISORS LLC full holdings
How EAGLE GLOBAL ADVISORS LLC held LYG — position size vs. price
% of Fund (quarterly)    LYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,290,000 +285,000 +28.4% 0.25% $7.5M 2026-07-30 $6.25
2026 Q1 ADDED — — — 1,005,000 +25,000 +2.6% 0.18% $5.1M 2026-05-15 $5.05
2025 Q4 ADDED — — — 980,000 +50,000 +5.4% 0.19% $5.2M 2026-01-28 $5.67
2025 Q3 ADDED — — — 930,000 +230,000 +32.9% 0.16% $4.2M 2025-10-28 $4.57
2025 Q2 ADDED — — — 700,000 +200,000 +40.0% 0.12% $3.0M 2025-07-16 $3.99
2025 Q1 ADDED — — — 500,000 +489,189 +4524.9% 0.08% $1.9M 2025-05-12 $3.67
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LYG

As of 2026 Q2 — sorted by position size

Mondrian Investment Partners LTD 3Y 7Y 4.49% ABC ARBITRAGE SA 3.58% Henry James International Management Inc. 3Y 7Y 2.02% HF Advisory Group, LLC 3Y 0.8% JCIC Asset Management Inc. 3Y 7Y 0.64% Crossmark Global Holdings, Inc. 3Y 7Y 0.37% Gallacher Capital Management LLC 3Y 0.35% Revisor Wealth Management LLC 0.34% Traub Capital Management LLC 0.28% Larry Mathis Financial Planning, LLC 0.28%

FAQ About EAGLE GLOBAL ADVISORS LLC and LYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has EAGLE GLOBAL ADVISORS LLC reported owning LYG?

EAGLE GLOBAL ADVISORS LLC reported LYG across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported LYG position in EAGLE GLOBAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for LYG was 0.25% in 2026 Q2.

What is the latest reported LYG position on this page?

The most recent filing on this page is 2026 Q2, when EAGLE GLOBAL ADVISORS LLC reported 1,290,000 shares, equal to 0.25% of portfolio, with an estimated market value of $7.5M.

What does the chart on this LYG ownership page compare?

The chart compares EAGLE GLOBAL ADVISORS LLC's quarterly LYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EAGLE GLOBAL ADVISORS LLC time their LYG position?

Based on 13F filing dates vs. subsequent LYG price moves, EAGLE GLOBAL ADVISORS LLC correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on LYG relative to SPY over the holding period was +2.9%.

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