HAG
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HighPoint Advisor Group’s Lincoln National LNC Stock Holding History

HighPoint Advisor 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
-7,538
Closed -$336K – 870
2025
Q4 		$336K Hold
7,538
– – 0.01% 805
2025
Q3 		$304K Sell
7,538
-1,725
-19% -$66.7K 0.01% 528
2025
Q2 		$320K Buy
9,263
+730
+9% +$23.9K 0.02% 495
2025
Q1 		$278K Buy
8,533
+73
+0.9% +$2.59K 0.02% 512
2024
Q4 		$325K Buy
8,460
+262
+3% +$8.73K 0.02% 485
2024
Q3 		$275K Buy
8,198
+58
+0.7% +$1.81K 0.02% 514
2024
Q2 		$273K Buy
8,140
+575
+8% +$17.4K 0.02% 497
2024
Q1 		$223K Sell
7,565
-13
-0.2% -$359 0.02% 571
2023
Q4 		$226K Buy
+7,578
New +$182K 0.02% 550
2019
Q4 		– Sell
-4,000
Closed -$241K – 431
2019
Q3 		$241K Sell
4,000
-13,822
-78% -$827K 0.05% 284
2019
Q2 		$1.17M Hold
17,822
– – 0.27% 75
2019
Q1 		$1.17M Hold
17,822
– – 0.29% 72
2018
Q4 		$1.1M Sell
17,822
-2,331
-12% -$142K 0.29% 76
2018
Q3 		$1.26M Sell
20,153
-2,400
-11% -$158K 0.34% 67
2018
Q2 		$1.47M Buy
22,553
+2,650
+13% +$181K 0.4% 60
2018
Q1 		$1.38M Buy
19,903
+4,705
+31% +$369K 0.38% 65
2017
Q4 		$1.13M Buy
+15,198
New +$1.15M 0.32% 79

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

HighPoint Advisor Group's LNC Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 7,538 shares — an estimated $336K sold.

HighPoint Advisor Group first reported a position in LNC in Q4 2017 and held it in 17 quarters. The position peaked at $1.47M in Q2 2018. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 7,538 Lincoln National shares in Q1 2026, an estimated $336K.
  • HighPoint Advisor Group first reported a position in Lincoln National in Q4 2017 and held it in 17 quarters.
  • HighPoint Advisor Group's Lincoln National position peaked at $1.47M in Q2 2018.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.