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Lloyds TSB shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $417k 92k 4.54
2025-06-30 $378k 99k 3.82
2025-03-31 $378k 99k 3.82
2024-12-31 $269k 99k 2.72

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
Goldman Sachs Group
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Northern Trust
Atlantic Trust
Dimensional Fund Advisors
BlackRock
Millennium Management
Envestnet Asset Management
American Century Companies
UBS Group
First Eagle Investment Management

View all funds holding Lloyds TSB