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Lloyds TSB shares owned by Acumen Wealth Advisors

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Acumen Wealth Advisors from 13F filings

Historical chart of Acumen Wealth Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Acumen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 3.9k 5.03

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Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
WCM Investment Management
Morgan Stanley
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
CIBC Bancorp USA
Atlantic Trust
Northern Trust
Dimensional Fund Advisors
Envestnet Asset Management
Jane Street
BlackRock
American Century Companies

View all funds holding Lloyds TSB