Janney Montgomery Scott
LYG icon

Janney Montgomery Scott’s Lloyds Banking Group LYG Stock Holding History

Janney Montgomery Scott’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
2026
Q2 		$18M Sell
3,093,483
-19,981
-0.6% -$108K 0.03% 480
2026
Q1 		$15.7M Buy
3,113,464
+2,989,604
+2,414% +$16.4M 0.04% 418
2025
Q4 		$656K Buy
123,860
+29,519
+31% +$143K ﹤0.01% 2019
2025
Q3 		$428K Sell
94,341
-20,675
-18% -$90.4K ﹤0.01% 2251
2025
Q2 		$489K Sell
115,016
-13,374
-10% -$53.2K ﹤0.01% 2017
2025
Q1 		$490K Sell
128,390
-20,435
-14% -$67.6K ﹤0.01% 1996
2024
Q4 		$405K Sell
148,825
-59,614
-29% -$170K ﹤0.01% 2127
2024
Q3 		$650K Sell
208,439
-4,734
-2% -$14.2K ﹤0.01% 1783
2024
Q2 		$582K Sell
213,173
-53,430
-20% -$143K ﹤0.01% 1768
2024
Q1 		$691K Buy
266,603
+43,150
+19% +$99K ﹤0.01% 1738
2023
Q4 		$534K Buy
223,453
+13,956
+7% +$29.9K ﹤0.01% 1850
2023
Q3 		$446K Sell
209,497
-760
-0.4% -$1.65K ﹤0.01% 1849
2023
Q2 		$463K Sell
210,257
-9,263
-4% -$21.2K ﹤0.01% 1923
2023
Q1 		$509K Buy
219,520
+138,129
+170% +$334K ﹤0.01% 1717
2022
Q4 		$179K Sell
81,391
-24,428
-23% -$50.3K ﹤0.01% 2401
2022
Q3 		$189K Buy
105,819
+8,501
+9% +$17.6K ﹤0.01% 2300
2022
Q2 		$202K Buy
97,318
+7,710
+9% +$17K ﹤0.01% 2144
2022
Q1 		$216K Buy
89,608
+69,076
+336% +$184K ﹤0.01% 2045
2021
Q4 		$52K Sell
20,532
-399
-2% -$1.02K ﹤0.01% 2350
2021
Q3 		$51K Sell
20,931
-1,069
-5% -$2.62K ﹤0.01% 2274
2021
Q2 		$56K Sell
22,000
-11,333
-34% -$29.1K ﹤0.01% 2229
2021
Q1 		$77K Sell
33,333
-27,900
-46% -$57.9K ﹤0.01% 2142
2020
Q4 		$120K Sell
61,233
-12,500
-17% -$21.1K ﹤0.01% 2167
2020
Q3 		$96K Sell
73,733
-15,450
-17% -$21.7K ﹤0.01% 2004
2020
Q2 		$134K Sell
89,183
-84,331
-49% -$126K ﹤0.01% 1905
2020
Q1 		$262K Sell
173,514
-389,962
-69% -$1.01M ﹤0.01% 1553
2019
Q4 		$1.86M Buy
563,476
+79,986
+17% +$242K 0.01% 822
2019
Q3 		$1.28M Sell
483,490
-81,389
-14% -$211K 0.01% 927
2019
Q2 		$1.6M Sell
564,879
-18,027
-3% -$55.7K 0.01% 830
2019
Q1 		$1.87M Buy
582,906
+33,152
+6% +$101K 0.02% 741
2018
Q4 		$1.41M Buy
549,754
+19,143
+4% +$54.4K 0.01% 765
2018
Q3 		$1.61M Sell
530,611
-5,076
-0.9% -$16.3K 0.01% 788
2018
Q2 		$1.78M Buy
535,687
+27,939
+6% +$99.3K 0.02% 722
2018
Q1 		$1.89M Buy
507,748
+132,225
+35% +$512K 0.02% 674
2017
Q4 		$1.41M Buy
375,523
+362,965
+2,890% +$1.31M 0.01% 799
2017
Q3 		$46K Buy
12,558
+699
+6% +$2.44K ﹤0.01% 1808
2017
Q2 		$42K Buy
+11,859
New +$42.1K ﹤0.01% 1724
2016
Q2 		– Sell
-28,822
Closed -$114K – 963
2016
Q1 		$114K Buy
+28,822
New +$112K ﹤0.01% 1212

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Janney Montgomery Scott's LYG Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Lloyds Banking Group (LYG) stake by 0.64% in Q2 2026, selling an estimated $108K and leaving 3,093,483 shares worth $18M. The position accounts for 0.03% of the portfolio, ranked #480.

Janney Montgomery Scott first reported a position in LYG in Q1 2016 and has held it in 38 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Janney Montgomery Scott held 3,093,483 shares of Lloyds Banking Group worth $18M as of Q2 2026.
  • Janney Montgomery Scott sold 19,981 Lloyds Banking Group shares in Q2 2026, an estimated $108K.
  • Lloyds Banking Group made up 0.03% of Janney Montgomery Scott's portfolio in Q2 2026, its #480 holding.
  • Janney Montgomery Scott first reported a position in Lloyds Banking Group in Q1 2016 and has held it in 38 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.