Jones Financial Companies
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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
Q2 		$643K Buy
6,703
+206
+3% +$22.7K ﹤0.01% 2105
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jones Financial Companies's LCII Position: Q2 2026 in Review

Jones Financial Companies increased its LCI Industries (LCII) stake by 3.2% in Q2 2026, buying an estimated $22.7K and bringing the position to 6,703 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Jones Financial Companies first reported a position in LCII in Q4 2022 and has held it in 9 quarters since. The position peaked at $788K in Q1 2026. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Jones Financial Companies held 6,703 shares of LCI Industries worth $643K as of Q2 2026.
  • Jones Financial Companies bought 206 LCI Industries shares in Q2 2026, an estimated $22.7K.
  • LCI Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2105 holding.
  • Jones Financial Companies first reported a position in LCI Industries in Q4 2022 and has held it in 9 quarters since.
  • Jones Financial Companies's LCI Industries position peaked at $788K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.