HFG Advisors
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HFG Advisors’s Lincoln National LNC Stock Holding History

HFG Advisors’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
Q3 		– Sell
-23,284
Closed -$823K – 124
2026
Q2 		$823K Hold
23,284
– – 0.51% 48
2026
Q1 		$827K Buy
23,284
+677
+3% +$26K 0.58% 43
2025
Q4 		$1.01M Hold
22,607
– – 0.73% 39
2025
Q3 		$912K Buy
22,607
+970
+4% +$37.5K 0.67% 43
2025
Q2 		$749K Sell
21,637
-2,589
-11% -$84.7K 0.59% 45
2025
Q1 		$870K Buy
24,226
+15,866
+190% +$563K 0.74% 39
2024
Q4 		$265K Buy
+8,360
New +$279K 0.23% 70

Other funds holding LNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HFG Advisors's LNC Position: Q3 2026 in Review

HFG Advisors sold out of Lincoln National (LNC) in Q3 2026, closing a stake of 23,284 shares — an estimated $823K sold.

HFG Advisors first reported a position in LNC in Q4 2024 and held it in 7 quarters. The position peaked at $1.01M in Q4 2025. 429 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • HFG Advisors reported no remaining Lincoln National position as of Q3 2026 after selling out during the quarter.
  • HFG Advisors sold 23,284 Lincoln National shares in Q3 2026, an estimated $823K.
  • HFG Advisors first reported a position in Lincoln National in Q4 2024 and held it in 7 quarters.
  • HFG Advisors's Lincoln National position peaked at $1.01M in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on HFG Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.