Legacy Advisors »

Lloyds TSB shares owned by Legacy Advisors

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

Historical chart of Legacy Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lloyds TSB by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $75k 13k 5.83

More positions owned by Legacy Advisors

Gmo Etf Trust Us Quality Etf (QLTY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
MasTec (MTZ)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advisors Inner Circle Fd Iii Gqg Us Equit Etf (GQGU)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Meta Platforms Cl A (META)
Amazon (AMZN)
Vertex Cl A (VERX)

View all positions for Legacy Advisors

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