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Berger Financial Group’s Lincoln National LNC Stock Holding History

Berger 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 		$947K Sell
26,783
-1,397
-5% -$50.2K 0.05% 221
2026
Q1 		$1M Hold
28,180
– – 0.06% 209
2025
Q4 		$1.25M Sell
28,180
-1,100
-4% -$45.8K 0.07% 189
2025
Q3 		$1.18M Sell
29,280
-3
-0% -$116 0.07% 191
2025
Q2 		$1.01M Buy
29,283
+22,000
+302% +$720K 0.07% 193
2025
Q1 		$262K Hold
7,283
– – 0.02% 360
2024
Q4 		$231K Sell
7,283
-166
-2% -$5.53K 0.02% 373
2024
Q3 		$235K Buy
+7,449
New +$232K 0.02% 352

Other funds holding LNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Berger Financial Group reduced its Lincoln National (LNC) stake by 5% in Q2 2026, selling an estimated $50.2K and leaving 26,783 shares worth $947K. The position accounts for 0.05% of the portfolio, ranked #221.

Berger Financial Group first reported a position in LNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q4 2025. 348 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Berger Financial Group held 26,783 shares of Lincoln National worth $947K as of Q2 2026.
  • Berger Financial Group sold 1,397 Lincoln National shares in Q2 2026, an estimated $50.2K.
  • Lincoln National made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #221 holding.
  • Berger Financial Group first reported a position in Lincoln National in Q3 2024 and has held it in 8 quarters since.
  • Berger Financial Group's Lincoln National position peaked at $1.25M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.