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Lloyds TSB shares owned by CWM Advisors

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

Historical chart of CWM Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 628k 4.54
2025-06-30 $2.6M 623k 4.25

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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
American Century Companies
Millennium Management
Envestnet Asset Management
First Eagle Investment Management
Renaissance Technologies
Crossmark Global Holdings

View all funds holding Lloyds TSB