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Lloyds TSB shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 254k 5.30
2025-09-30 $769k 169k 4.54

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Dynasty Wealth Management

Top funds holding Lloyds TSB

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

View all funds holding Lloyds TSB