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Lloyds TSB shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Lloyds TSB

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All positions including Lloyds TSB held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2024-09-30 $450k 143k 3.14
2023-12-31 $1.1k 463 2.39
2023-09-30 $2.6k 1.2k 2.13
2013-09-30 $15k 3.1k 4.82
2013-06-30 $12k 3.1k 3.86
2013-03-31 $9.0k 3.1k 2.89

More positions owned by Jones Financial Companies, L.L

Ishares Core Us Aggregate Bond ETFs (AGG)
Vanguard Index Tr ETFs (VTV)
Vanguard Index Tr ETFs (VUG)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard S&p 500 Etf ETFs (VOO)
Vanguard Index Trust ETFs (VV)
Vanguard Mid Cap Etf ETFs (VO)
Ishares Russell Midcap ETFs (IWR)
Vanguard Ftse Developed ETFs (VEA)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Total Usd Bond ETFs (IUSB)
Ishares Russell 2000 ETFs (IWM)
Vanguard Index Trust ETFs (VB)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding Lloyds TSB

Mondrian Investment Partners
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FMR
Dimensional Fund Advisors
Bank of America Corporation
Atlantic Trust
Northern Trust
Envestnet Asset Management
Morningstar Investment Services
BlackRock
Jpmorgan Chase & Co
Wells Fargo & Company
American Century Companies

View all funds holding Lloyds TSB