HBK Sorce Advisory’s Lincoln National LNC Stock Holding History

HBK Sorce Advisory’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	$207K	Buy	+4,412	New	+$159K	﹤0.01%	622
2023 Q1	–	Sell	-8,470	Closed	-$260K	–	741
2022 Q4	$260K	Buy	+8,470	New	+$336K	0.01%	590
2022 Q3	–	Sell	-4,361	Closed	-$204K	–	625
2022 Q2	$204K	Sell	4,361 -48	-1%	-$2.74K	0.02%	427
2022 Q1	$288K	Sell	4,409 -10	-0.2%	-$683	0.02%	407
2021 Q4	$302K	Buy	4,419 +15	+0.3%	+$1.06K	0.02%	444
2021 Q3	$303K	Sell	4,404 -560	-11%	-$36.6K	0.02%	437
2021 Q2	$312K	Sell	4,964 -2	-0%	-$132	0.02%	439
2021 Q1	$309K	Buy	4,966 +33	+0.7%	+$1.82K	0.02%	397
2020 Q4	$248K	Buy	+4,933	New	+$210K	0.02%	426
2020 Q1	–	Sell	-4,551	Closed	-$269K	–	430
2019 Q4	$269K	Buy	4,551 +84	+2%	+$4.94K	0.02%	364
2019 Q3	$269K	Buy	4,467 +40	+0.9%	+$2.39K	0.03%	344
2019 Q2	$285K	Buy	4,427 +45	+1%	+$2.88K	0.03%	333
2019 Q1	$257K	Buy	4,382 +98	+2%	+$5.8K	0.03%	360
2018 Q4	$220K	Sell	4,284 -58	-1%	-$3.53K	0.03%	343
2018 Q3	$294K	Sell	4,342 -124	-3%	-$8.18K	0.03%	301
2018 Q2	$278K	Buy	4,466 +24	+0.5%	+$1.64K	0.03%	317
2018 Q1	$325K	Buy	4,442 +955	+27%	+$74.9K	0.04%	276
2017 Q4	$268K	Buy	+3,487	New	+$264K	0.03%	329

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBK Sorce Advisory's LNC Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in Lincoln National (LNC) in Q2 2026: 4,412 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in LNC as recently as Q4 2022.

HBK Sorce Advisory first reported a position in LNC in Q4 2017 and has held it in 18 quarters since. The position peaked at $325K in Q1 2018. 616 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

HBK Sorce Advisory held 4,412 shares of Lincoln National worth $207K as of Q2 2026.
Lincoln National was a new HBK Sorce Advisory position in Q2 2026.
Lincoln National made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #622 holding.
HBK Sorce Advisory first reported a position in Lincoln National in Q4 2017 and has held it in 18 quarters since.
HBK Sorce Advisory's Lincoln National position peaked at $325K in Q1 2018.
616 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.