Root Financial Partners »

Lloyds TSB shares owned by Root Financial Partners

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $73k 13k 5.83
2026-03-31 $66k 13k 5.03
2025-12-31 $70k 13k 5.30
2025-09-30 $58k 13k 4.54
2025-06-30 $60k 14k 4.25

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

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