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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 		– Sell
-23,100
Closed -$820K – 1876
2026
Q1 		$820K Buy
+23,100
New +$888K 0.01% 1002

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
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. 619 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.
  • 619 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.