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Accordant Advisory Group’s Lincoln National LNC Stock Holding History

Accordant Advisory 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 		$2.24K Sell
63
-41,681
-100% -$1.6M ﹤0.01% 197
2025
Q4 		$1.86M Buy
+41,744
New +$1.74M 1.28% 19

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

Accordant Advisory Group's LNC Position: Q1 2026 in Review

Accordant Advisory Group reduced its Lincoln National (LNC) stake by 100% in Q1 2026, selling an estimated $1.6M and leaving 63 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Accordant Advisory Group first reported a position in LNC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.86M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Accordant Advisory Group held 63 shares of Lincoln National worth $2.24K as of Q1 2026.
  • Accordant Advisory Group sold 41,681 Lincoln National shares in Q1 2026, an estimated $1.6M.
  • Lincoln National made up ﹤0.01% of Accordant Advisory Group's portfolio in Q1 2026, its #197 holding.
  • Accordant Advisory Group first reported a position in Lincoln National in Q4 2025 and has held it in 2 quarters since.
  • Accordant Advisory Group's Lincoln National position peaked at $1.86M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.