Jones Financial Companies
LCII icon

Jones Financial Companies’s LCI Industries LCII Stock Holding History

Jones Financial Companies’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$788K Buy
6,497
+6,394
+6,208% +$874K ﹤0.01% 1825
2025
Q4 		$12.5K Buy
103
+91
+758% +$9.68K ﹤0.01% 3127
2025
Q3 		$1.14K Buy
12
+5
+71% +$499 ﹤0.01% 3860
2025
Q2 		$644 Sell
7
-87
-93% -$7.42K ﹤0.01% 3760
2025
Q1 		$8.22K Sell
94
-25
-21% -$2.51K ﹤0.01% 2792
2024
Q4 		$12.3K Buy
119
+97
+441% +$11.2K ﹤0.01% 2440
2024
Q3 		$2.64K Buy
+22
New +$2.48K ﹤0.01% 2606
2023
Q1 		– Sell
-2
Closed – – 682
2022
Q4 		$0 Buy
+2
New +$196 ﹤0.01% 750

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Jones Financial Companies's LCII Position: Q1 2026 in Review

Jones Financial Companies increased its LCI Industries (LCII) stake by 6,208% in Q1 2026, buying an estimated $874K and bringing the position to 6,497 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Jones Financial Companies first reported a position in LCII in Q4 2022 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Jones Financial Companies held 6,497 shares of LCI Industries worth $788K as of Q1 2026.
  • Jones Financial Companies bought 6,394 LCI Industries shares in Q1 2026, an estimated $874K.
  • LCI Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1825 holding.
  • Jones Financial Companies first reported a position in LCI Industries in Q4 2022 and has held it in 8 quarters since.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.