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Lloyds TSB shares owned by Resonant Capital Advisors

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

Historical chart of Resonant Capital Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by Resonant Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $76k 15k 5.03
2025-06-30 $50k 12k 4.25

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Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares U S Etf Tr Short Maturity M (MEAR)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Quality (GARP)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Resonant Capital Advisors

Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
WCM Investment Management
Morgan Stanley
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
CIBC Bancorp USA
Atlantic Trust
Northern Trust
Dimensional Fund Advisors
Envestnet Asset Management
Jane Street
BlackRock
American Century Companies

View all funds holding Lloyds TSB