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Lloyds TSB shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $71k 13k 5.30
2025-09-30 $61k 14k 4.54
2025-06-30 $47k 11k 4.25
2025-03-31 $38k 10k 3.82

More positions owned by Capital Performance Advisors

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Capital Performance Advisors

Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Northern Trust
Atlantic Trust
Dimensional Fund Advisors
BlackRock
Millennium Management
Envestnet Asset Management
American Century Companies
First Eagle Investment Management
Renaissance Technologies
Crossmark Global Holdings

View all funds holding Lloyds TSB