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Robertson Stephens Wealth Management, LLC → LLOBF
Robertson Stephens Wealth Management, LLC LLOBF Position History
Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25
Quarters held
5
Latest value
$90K
Q3 2026
Peak value
$90K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $63K |
| Q4 2025 | $72K |
| Q1 2026 | $72K |
| Q2 2026 | $86K |
| Q3 2026 | $90K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $90K | 16.1K | — | — |
| Q2 2026 | $86K | 14.7K | — | — |
| Q1 2026 | $72K | 14.3K | — | — |
| Q4 2025 | $72K | 13.5K | — | — |
| Q3 2025 | $63K | 13.9K | — | — |
Other funds holding LLOBF
$801.7M
$772.1M
$680.8M
$632.5M
$504.7M
$128.4M
$128.4M