Fiduciary Group’s Lincoln National LNC Stock Holding History

Fiduciary 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	–	Sell	-5,630	Closed	-$251K	–	304
2025 Q4	$251K	Hold	5,630	–	–	0.02%	270
2025 Q3	$227K	Buy	+5,630	New	+$218K	0.02%	278
2022 Q1	–	Sell	-3,030	Closed	-$207K	–	235
2021 Q4	$207K	Hold	3,030	–	–	0.02%	228
2021 Q3	$229K	Buy	+3,030	New	+$198K	0.03%	224
2020 Q1	–	Sell	-3,468	Closed	-$205K	–	189
2019 Q4	$205K	Hold	3,468	–	–	0.03%	191
2019 Q3	$209K	Hold	3,468	–	–	0.04%	184
2019 Q2	$224K	Hold	3,468	–	–	0.04%	180
2019 Q1	$204K	Buy	+3,468	New	+$205K	0.04%	175
2018 Q4	–	Sell	-3,699	Closed	-$250K	–	180
2018 Q3	$250K	Hold	3,699	–	–	0.05%	160
2018 Q2	$230K	Hold	3,699	–	–	0.05%	161
2018 Q1	$270K	Sell	3,699 -151	-4%	-$11.8K	0.06%	150
2017 Q4	$296K	Hold	3,850	–	–	0.06%	143
2017 Q3	$283K	Hold	3,850	–	–	0.06%	146
2017 Q2	$260K	Sell	3,850 -60	-2%	-$3.97K	0.06%	151
2017 Q1	$256K	Hold	3,910	–	–	0.06%	154
2016 Q4	$259K	Buy	+3,910	New	+$227K	0.07%	152
2015 Q3	–	Sell	-3,910	Closed	-$232K	–	191
2015 Q2	$232K	Buy	+3,910	New	+$229K	0.07%	176

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Group's LNC Position: Q1 2026 in Review

Fiduciary Group sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 5,630 shares — an estimated $251K sold.

Fiduciary Group first reported a position in LNC in Q2 2015 and held it in 17 quarters. The position peaked at $296K in Q4 2017. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Fiduciary Group reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Fiduciary Group sold 5,630 Lincoln National shares in Q1 2026, an estimated $251K.
Fiduciary Group first reported a position in Lincoln National in Q2 2015 and held it in 17 quarters.
Fiduciary Group's Lincoln National position peaked at $296K in Q4 2017.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

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