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Lloyds TSB shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.6k 1.6k 5.30
2025-09-30 $7.1k 1.6k 4.54
2025-03-31 $4.0k 1.0k 3.82
2024-12-31 $2.7k 1.0k 2.58

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Retirement Wealth Solutions

Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Northern Trust
Atlantic Trust
Dimensional Fund Advisors
BlackRock
Millennium Management
Envestnet Asset Management
American Century Companies
First Eagle Investment Management
Renaissance Technologies
Crossmark Global Holdings

View all funds holding Lloyds TSB