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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
Q3 		– Sell
-9,755
Closed -$345K – 1621
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Independent Financial Group's LNC Position: Q3 2026 in Review

Independent Financial Group sold out of Lincoln National (LNC) in Q3 2026, closing a stake of 9,755 shares — an estimated $345K sold.

Independent Financial Group first reported a position in LNC in Q1 2026 and held it in 2 quarters. The position peaked at $345K in Q2 2026. 30 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • Independent Financial Group reported no remaining Lincoln National position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 9,755 Lincoln National shares in Q3 2026, an estimated $345K.
  • Independent Financial Group first reported a position in Lincoln National in Q1 2026 and held it in 2 quarters.
  • Independent Financial Group's Lincoln National position peaked at $345K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.