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Albion Financial Group’s Lincoln National LNC Stock Holding History

Albion 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
Q2 		$1.31K Hold
37
– – ﹤0.01% 580
2026
Q1 		$1.31K Hold
37
– – ﹤0.01% 612
2025
Q4 		$1.65K Hold
37
– – ﹤0.01% 558
2025
Q3 		$1.49K Hold
37
– – ﹤0.01% 554
2025
Q2 		$1.28K Hold
37
– – ﹤0.01% 508
2025
Q1 		$1.33K Hold
37
– – ﹤0.01% 512
2024
Q4 		$1.17K Buy
+37
New +$1.23K ﹤0.01% 601

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

Albion Financial Group's LNC Position: Q2 2026 in Review

Albion Financial Group held its Lincoln National (LNC) position steady in Q2 2026 at 37 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Albion Financial Group first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Albion Financial Group held 37 shares of Lincoln National worth $1.31K as of Q2 2026.
  • Albion Financial Group left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #580 holding.
  • Albion Financial Group first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
  • Albion Financial Group's Lincoln National position peaked at $1.65K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.