Jefferies Financial Group’s Lincoln National LNC Stock Holding History

Jefferies Financial Group’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Sell	7,219 -552	-7%	-$19.9K	﹤0.01%	1422
2026 Q1	$276K	Sell	7,771 -5,152	-40%	-$198K	﹤0.01%	1406
2025 Q4	$575K	Buy	+12,923	New	+$538K	﹤0.01%	1293
2025 Q2	–	Sell	-7,433	Closed	-$267K	–	1601
2025 Q1	$267K	Sell	7,433 -145,294	-95%	-$5.15M	﹤0.01%	1283
2024 Q4	$4.84M	Buy	152,727 +130,727	+594%	+$4.36M	0.03%	377
2024 Q3	$693K	Buy	+22,000	New	+$686K	0.01%	890
2024 Q1	–	Sell	-40,289	Closed	-$1.09M	–	1845
2023 Q4	$1.09M	Buy	+40,289	New	+$969K	0.01%	922
2023 Q3	–	Sell	-83,524	Closed	-$2.15M	–	1815
2023 Q2	$2.15M	Buy	+83,524	New	+$1.83M	0.02%	634

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's LNC Position: Q2 2026 in Review

Jefferies Financial Group reduced its Lincoln National (LNC) stake by 7.1% in Q2 2026, selling an estimated $19.9K and leaving 7,219 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Jefferies Financial Group first reported a position in LNC in Q2 2023 and has held it in 8 quarters since. The position peaked at $4.84M in Q4 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Jefferies Financial Group held 7,219 shares of Lincoln National worth $255K as of Q2 2026.
Jefferies Financial Group sold 552 Lincoln National shares in Q2 2026, an estimated $19.9K.
Lincoln National made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1422 holding.
Jefferies Financial Group first reported a position in Lincoln National in Q2 2023 and has held it in 8 quarters since.
Jefferies Financial Group's Lincoln National position peaked at $4.84M in Q4 2024.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.