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Lloyds TSB shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $342k 59k 5.83

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust St Str Sp Telco (XTL)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Sp Biot (XBI)
UnitedHealth (UNH)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)

View all positions for Larry Mathis Financial Planning

Top funds holding Lloyds TSB

Mondrian Investment Partners
FMR
WCM Investment Management
Morgan Stanley
Goldman Sachs Group
Northern Trust
Fisher Investments
CIBC Bancorp USA
Dimensional Fund Advisors
Envestnet Asset Management
Jane Street
American Century Companies
BlackRock
Bank of America Corporation
First Eagle Investment Management

View all funds holding Lloyds TSB