Jones Financial Companies
LNC icon

Jones Financial Companies’s Lincoln National LNC Stock Holding History

Jones Financial Companies’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 		$3.65M Buy
99,359
+33,985
+52% +$1.22M ﹤0.01% 1327
2026
Q1 		$2.23M Buy
65,374
+18,904
+41% +$726K ﹤0.01% 1384
2025
Q4 		$2.07M Buy
46,470
+3,307
+8% +$138K ﹤0.01% 931
2025
Q3 		$1.76M Buy
43,163
+8,200
+23% +$317K ﹤0.01% 906
2025
Q2 		$1.21M Buy
34,963
+5,795
+20% +$190K ﹤0.01% 938
2025
Q1 		$1.04M Buy
29,168
+1,924
+7% +$68.3K ﹤0.01% 843
2024
Q4 		$864K Buy
27,244
+13,141
+93% +$438K ﹤0.01% 794
2024
Q3 		$443K Buy
14,103
+4,415
+46% +$138K ﹤0.01% 867
2024
Q2 		$301K Buy
9,688
+9,488
+4,744% +$287K ﹤0.01% 699
2024
Q1 		$6.39K Sell
200
-200
-50% -$5.52K ﹤0.01% 1137
2023
Q4 		$10.8K Hold
400
– – ﹤0.01% 670
2023
Q3 		$9.88K Hold
400
– – ﹤0.01% 480
2023
Q2 		$10.3K Hold
400
– – ﹤0.01% 462
2023
Q1 		$8.99K Sell
400
-68
-15% -$2.02K ﹤0.01% 482
2022
Q4 		$14K Sell
468
-68
-13% -$2.7K ﹤0.01% 451
2022
Q3 		$24K Hold
536
– – ﹤0.01% 361
2022
Q2 		$25K Buy
536
+400
+294% +$22.8K ﹤0.01% 378
2022
Q1 		$9K Hold
136
– – ﹤0.01% 519
2021
Q4 		$9K Buy
+136
New +$9.59K ﹤0.01% 566
2021
Q2 		– Sell
-92
Closed -$6K – 724
2021
Q1 		$6K Buy
92
+29
+46% +$1.6K ﹤0.01% 602
2020
Q4 		$3K Buy
+63
New +$2.68K ﹤0.01% 560

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 $3.37T AUM 44.26% 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

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

Jones Financial Companies increased its Lincoln National (LNC) stake by 52% in Q2 2026, buying an estimated $1.22M and bringing the position to 99,359 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Jones Financial Companies first reported a position in LNC in Q4 2020 and has held it in 21 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Jones Financial Companies held 99,359 shares of Lincoln National worth $3.65M as of Q2 2026.
  • Jones Financial Companies bought 33,985 Lincoln National shares in Q2 2026, an estimated $1.22M.
  • Lincoln National made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1327 holding.
  • Jones Financial Companies first reported a position in Lincoln National in Q4 2020 and has held it in 21 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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