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Lloyds TSB shares owned by Stonehaven Wealth & Tax Solutions

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

Historical chart of Stonehaven Wealth & Tax Solutions investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $128k 26k 5.03

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds State Street Spd (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

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