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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
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

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFG Advisors's LNC Position: Q1 2026 in Review

HFG Advisors increased its Lincoln National (LNC) stake by 3% in Q1 2026, buying an estimated $26K and bringing the position to 23,284 shares worth $827K. The position accounts for 0.58% of the portfolio, ranked #43.

HFG Advisors first reported a position in LNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • HFG Advisors held 23,284 shares of Lincoln National worth $827K as of Q1 2026.
  • HFG Advisors bought 677 Lincoln National shares in Q1 2026, an estimated $26K.
  • Lincoln National made up 0.58% of HFG Advisors's portfolio in Q1 2026, its #43 holding.
  • HFG Advisors first reported a position in Lincoln National in Q4 2024 and has held it in 6 quarters since.
  • HFG Advisors's Lincoln National position peaked at $1.01M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.