IFG
LNC icon

Independent Financial Group’s Lincoln National LNC Stock Holding History

Independent Financial 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
Q2 		$345K Buy
9,755
+65
+0.7% +$2.34K 0.01% 1171
2026
Q1 		$344K Buy
+9,690
New +$372K 0.01% 1102

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

Independent Financial Group's LNC Position: Q2 2026 in Review

Independent Financial Group increased its Lincoln National (LNC) stake by 0.67% in Q2 2026, buying an estimated $2.34K and bringing the position to 9,755 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1171.

Independent Financial Group first reported a position in LNC in Q1 2026 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Independent Financial Group held 9,755 shares of Lincoln National worth $345K as of Q2 2026.
  • Independent Financial Group bought 65 Lincoln National shares in Q2 2026, an estimated $2.34K.
  • Lincoln National made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1171 holding.
  • Independent Financial Group first reported a position in Lincoln National in Q1 2026 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.