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Keystone Financial Group (Kentucky)’s Lincoln National LNC Stock Holding History

Keystone Financial Group (Kentucky)’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 		$2.58M Buy
68,391
+3,866
+6% +$149K 0.18% 102
2025
Q4 		$2.87M Sell
64,525
-5,572
-8% -$232K 0.21% 82
2025
Q3 		$2.9M Buy
70,097
+61,403
+706% +$2.37M 0.22% 79
2025
Q2 		$301K Sell
8,694
-51,747
-86% -$1.69M 0.03% 322
2025
Q1 		$2.12M Buy
60,441
+886
+1% +$31.4K 0.22% 92
2024
Q4 		$2.25M Buy
59,555
+48,969
+463% +$1.63M 0.22% 87
2024
Q3 		$334K Buy
10,586
+122
+1% +$3.8K 0.04% 263
2024
Q2 		$325K Buy
+10,464
New +$317K 0.12% 118
2023
Q4 		– Sell
-12,747
Closed -$315K – 310
2023
Q3 		$315K Buy
12,747
+598
+5% +$15.6K 0.05% 212
2023
Q2 		$313K Buy
+12,149
New +$267K 0.05% 212
2022
Q4 		$354K Buy
11,539
+341
+3% +$13.5K 0.07% 184
2022
Q3 		$492K Buy
11,198
+2,922
+35% +$141K 0.1% 141
2022
Q2 		$387K Buy
8,276
+1,069
+15% +$61K 0.08% 178
2022
Q1 		$471K Buy
7,207
+2,850
+65% +$195K 0.08% 164
2021
Q4 		$297K Sell
4,357
-781
-15% -$55.1K 0.05% 240
2021
Q3 		$353K Sell
5,138
-179
-3% -$11.7K 0.06% 199
2021
Q2 		$334K Sell
5,317
-197
-4% -$13K 0.06% 208
2021
Q1 		$343K Buy
5,514
+158
+3% +$8.73K 0.07% 194
2020
Q4 		$269K Buy
+5,356
New +$228K 0.06% 214

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

Keystone Financial Group (Kentucky)'s LNC Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Lincoln National (LNC) stake by 6% in Q1 2026, buying an estimated $149K and bringing the position to 68,391 shares worth $2.58M. The position accounts for 0.18% of the portfolio, ranked #102.

Keystone Financial Group (Kentucky) first reported a position in LNC in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.9M in Q3 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 68,391 shares of Lincoln National worth $2.58M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 3,866 Lincoln National shares in Q1 2026, an estimated $149K.
  • Lincoln National made up 0.18% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #102 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Lincoln National in Q4 2020 and has held it in 19 quarters since.
  • Keystone Financial Group (Kentucky)'s Lincoln National position peaked at $2.9M in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.