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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
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

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFG Advisors's LNC Position: Q2 2026 in Review

HFG Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 23,284 shares worth $823K. The position accounts for 0.51% of the portfolio, ranked #48.

HFG Advisors first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • HFG Advisors held 23,284 shares of Lincoln National worth $823K as of Q2 2026.
  • HFG Advisors left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up 0.51% of HFG Advisors's portfolio in Q2 2026, its #48 holding.
  • HFG Advisors first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
  • HFG Advisors's Lincoln National position peaked at $1.01M in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.