Position in LYG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,035,005
+$2,374,282 QoQ
Shares Held
3,093,483
-0.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#33
of 608 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LYG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $409,102,260 across 87 Banks - Regional names. LYG ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
618,232 | $152,221,083 | |
| 2 | TFC |
Truist Financial Corp
|
887,375 | $44,209,022 | |
| 3 | MTB |
M&T Bank Corp
|
83,442 | $19,860,030 | |
| 4 | EWBC |
East West Bancorp Inc
|
153,779 | $19,851,331 | |
| 5 | LYG |
Lloyds Banking Group plc
This page
|
3,093,483 | $18,035,005 | |
| 6 | FITB |
Fifth Third Bancorp
|
272,386 | $15,354,398 | |
| 7 | USB |
US Bancorp De
|
247,081 | $14,923,692 | |
| 8 | CBFV |
CB Financial Services, Inc.
|
305,098 | $11,563,214 |
All Filings in LYG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,035,005 | 3,093,483 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,660,723 | 3,113,464 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $656,458 | 123,860 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $428,308 | 94,341 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $488,818 | 115,016 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $490,449 | 128,390 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $404,804 | 148,825 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $650,329 | 208,439 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $581,962 | 213,173 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $690,501 | 266,603 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $534,051 | 223,453 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $446,228 | 209,497 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $462,565 | 210,257 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $509,286 | 219,520 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $179,060 | 81,391 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $189,416 | 105,819 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $198,528 | 97,318 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $215,955 | 89,608 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $52,356 | 20,532 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $51,280 | 20,931 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $56,100 | 22,000 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $77,332 | 33,333 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $120,016 | 61,233 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $95,852 | 73,733 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $133,774 | 89,183 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $262,006 | 173,514 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||