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Lloyds TSB shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in Lloyds TSB

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All positions including Lloyds TSB held by HBC Financial Services, P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0k 500 2.00
2023-12-31 $1.0k 500 2.00
2023-09-30 $1.0k 500 2.00

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iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
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Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Apple Stock (AAPL)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Costco Wholesale Corp Stock (COST)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Berkshire Hathaway Inc Class A Stock (BRK.A)

View all positions for HBC Financial Services, P

Top funds holding Lloyds TSB

Mondrian Investment Partners
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Morgan Stanley
FMR
Atlantic Trust
Northern Trust
Bank of America Corporation
BlackRock
Millennium Management
Envestnet Asset Management
Janney Capital Management
Crossmark Global Holdings
Jpmorgan Chase & Co

View all funds holding Lloyds TSB