Janney Montgomery Scott
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Janney Montgomery Scott’s BrightSpring Health Services BTSG Stock Holding History

Janney Montgomery Scott’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$363K Sell
8,519
-11,499
-57% -$463K ﹤0.01% 2259
2025
Q4 		$750K Buy
+20,018
New +$671K ﹤0.01% 1920

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janney Montgomery Scott's BTSG Position: Q1 2026 in Review

Janney Montgomery Scott reduced its BrightSpring Health Services (BTSG) stake by 57% in Q1 2026, selling an estimated $463K and leaving 8,519 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Janney Montgomery Scott first reported a position in BTSG in Q4 2025 and has held it in 2 quarters since. The position peaked at $750K in Q4 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Janney Montgomery Scott held 8,519 shares of BrightSpring Health Services worth $363K as of Q1 2026.
  • Janney Montgomery Scott sold 11,499 BrightSpring Health Services shares in Q1 2026, an estimated $463K.
  • BrightSpring Health Services made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2259 holding.
  • Janney Montgomery Scott first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 2 quarters since.
  • Janney Montgomery Scott's BrightSpring Health Services position peaked at $750K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.