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Lloyds TSB shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $687k 152k 4.53
2025-06-30 $516k 124k 4.16
2025-03-31 $223k 58k 3.82
2024-12-31 $341k 125k 2.72
2024-06-30 $159k 58k 2.73
2024-03-31 $136k 52k 2.59
2023-12-31 $99k 42k 2.39
2023-09-30 $73k 34k 2.13

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
Goldman Sachs Group
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Northern Trust
Atlantic Trust
Dimensional Fund Advisors
BlackRock
Millennium Management
Envestnet Asset Management
American Century Companies
UBS Group
First Eagle Investment Management

View all funds holding Lloyds TSB