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Janney Capital Management’s Lloyds Banking Group LYG Stock Holding History

Janney Capital Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$15.9M Sell
3,001,295
-66,069
-2% -$320K 1% 30
2025
Q3 		$13.9M Sell
3,067,364
-48,326
-2% -$211K 0.87% 40
2025
Q2 		$13.2M Sell
3,115,690
-58,331
-2% -$232K 0.85% 40
2025
Q1 		$12.1M Sell
3,174,021
-1,511,711
-32% -$5M 0.83% 50
2024
Q4 		$12.7M Sell
4,685,732
-88,138
-2% -$252K 0.84% 44
2024
Q3 		$14.9M Sell
4,773,870
-68,069
-1% -$204K 1% 34
2024
Q2 		$13.2M Sell
4,841,939
-182,746
-4% -$490K 0.93% 38
2024
Q1 		$13M Buy
5,024,685
+100,660
+2% +$231K 0.87% 46
2023
Q4 		$11.8M Sell
4,924,025
-433,726
-8% -$929K 0.79% 52
2023
Q3 		$11.4M Buy
5,357,751
+56,406
+1% +$122K 0.88% 44
2023
Q2 		$11.7M Sell
5,301,345
-14,952
-0.3% -$34.3K 0.81% 48
2023
Q1 		$12.3M Buy
5,316,297
+365,792
+7% +$885K 0.93% 37
2022
Q4 		$10.9M Buy
4,950,505
+931,656
+23% +$1.92M 0.78% 48
2022
Q3 		$7.19M Buy
4,018,849
+5,520
+0.1% +$11.5K 0.59% 77
2022
Q2 		$8.19M Sell
4,013,329
-23,339
-0.6% -$51.5K 0.66% 62
2022
Q1 		$9.73M Buy
+4,036,668
New +$10.7M 0.69% 63

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janney Capital Management's LYG Position: Q4 2025 in Review

Janney Capital Management reduced its Lloyds Banking Group (LYG) stake by 2.2% in Q4 2025, selling an estimated $320K and leaving 3,001,295 shares worth $15.9M. The position accounts for 1% of the portfolio, ranked #30.

Janney Capital Management first reported a position in LYG in Q1 2022 and has held it in 16 quarters since. 515 funds tracked by Wall St. Rank hold LYG as of Q4 2025.

  • Janney Capital Management held 3,001,295 shares of Lloyds Banking Group worth $15.9M as of Q4 2025.
  • Janney Capital Management sold 66,069 Lloyds Banking Group shares in Q4 2025, an estimated $320K.
  • Lloyds Banking Group made up 1% of Janney Capital Management's portfolio in Q4 2025, its #30 holding.
  • Janney Capital Management first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 16 quarters since.
  • 515 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.