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Lloyds TSB shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $82k 14k 5.83
2026-03-31 $73k 15k 5.03
2025-06-30 $35k 8.3k 4.25
2024-06-30 $1.6k 583 2.73

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Top funds holding Lloyds TSB

FMR
Mondrian Investment Partners
Jpmorgan Chase & Co
Goldman Sachs Group
WCM Investment Management
Morgan Stanley
Northern Trust
Fisher Investments
Bnp Paribas Arbitrage, Snc
CIBC Bancorp USA
Dimensional Fund Advisors
Envestnet Asset Management
American Century Companies
Jane Street
Optiver Holding B.V.

View all funds holding Lloyds TSB