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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
Q1 		$820K Buy
+23,100
New +$888K 0.01% 1002

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's LNC Position: Q1 2026 in Review

Jefferies Financial Group reduced its Lincoln National (LNC) stake by 40% in Q1 2026, selling an estimated $198K and leaving 7,771 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Jefferies Financial Group first reported a position in LNC in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.84M in Q4 2024. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Jefferies Financial Group held 7,771 shares of Lincoln National worth $276K as of Q1 2026.
  • Jefferies Financial Group sold 5,152 Lincoln National shares in Q1 2026, an estimated $198K.
  • Lincoln National made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1406 holding.
  • Jefferies Financial Group first reported a position in Lincoln National in Q2 2023 and has held it in 7 quarters since.
  • Jefferies Financial Group's Lincoln National position peaked at $4.84M in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.