Lloyds TSB shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Lloyds TSB
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Quarterly reported holdings in Lloyds TSB by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $787k | 156k | 5.03 |
| 2025-12-31 | $82k | 15k | 5.30 |
| 2025-09-30 | $129k | 28k | 4.54 |
| 2025-06-30 | $114k | 27k | 4.25 |
| 2024-09-30 | $97k | 31k | 3.12 |
| 2024-06-30 | $82k | 30k | 2.73 |
| 2024-03-31 | $43k | 17k | 2.59 |
| 2023-12-31 | $36k | 15k | 2.39 |
| 2023-09-30 | $23k | 11k | 2.13 |
| 2023-06-30 | $31k | 14k | 2.20 |
| 2021-12-31 | $26k | 10k | 2.58 |
| 2018-03-31 | $107k | 30k | 3.56 |
| 2017-12-31 | $106k | 25k | 4.18 |