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Lloyds TSB shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $51k 10k 5.03
2025-03-31 $93k 25k 3.82
2024-12-31 $62k 23k 2.72
2024-09-30 $69k 22k 3.12

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View all positions for Legacy Capital Wealth Partners

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