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Patriot Financial Group Insurance Agency, LLC → LLOBF
Patriot Financial Group Insurance Agency, LLC LLOBF Position History
Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25
Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $955K |
| Q1 2026 | $2M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 232.7K | — | — |
| Q2 2026 | $1.3M | 215.5K | — | — |
| Q1 2026 | $2M | 390.1K | — | — |
| Q4 2025 | $955K | 180.2K | — | — |
Other funds holding LLOBF
$801.7M
$772.1M
$680.8M
$632.5M
$504.7M
$128.4M
$128.4M