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Larson Financial Group’s Lincoln National LNC Stock Holding History

Larson 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 		$86K Sell
2,431
-608
-20% -$21.9K ﹤0.01% 1254
2026
Q1 		$108K Buy
3,039
+1,952
+180% +$75K ﹤0.01% 956
2025
Q4 		$48.4K Buy
1,087
+63
+6% +$2.62K ﹤0.01% 1241
2025
Q3 		$41.3K Buy
1,024
+391
+62% +$15.1K ﹤0.01% 1242
2025
Q2 		$21.9K Buy
633
+28
+5% +$916 ﹤0.01% 1450
2025
Q1 		$21.7K Buy
605
+31
+5% +$1.1K ﹤0.01% 1330
2024
Q4 		$18.2K Sell
574
-512
-47% -$17.1K ﹤0.01% 1256
2024
Q3 		$34.2K Buy
1,086
+530
+95% +$16.5K ﹤0.01% 1026
2024
Q2 		$17.3K Buy
556
+23
+4% +$696 ﹤0.01% 1098
2024
Q1 		$17K Buy
533
+9
+2% +$249 ﹤0.01% 922
2023
Q4 		$14.1K Buy
524
+11
+2% +$264 ﹤0.01% 936
2023
Q3 		$12.7K Buy
513
+8
+2% +$209 ﹤0.01% 934
2023
Q2 		$13K Buy
505
+10
+2% +$220 ﹤0.01% 857
2023
Q1 		$11.1K Buy
495
+6
+1% +$178 ﹤0.01% 899
2022
Q4 		$15K Buy
489
+15
+3% +$596 ﹤0.01% 758
2022
Q3 		$21K Buy
474
+4
+0.9% +$193 ﹤0.01% 626
2022
Q2 		$22K Buy
470
+4
+0.9% +$228 ﹤0.01% 527
2022
Q1 		$30K Sell
466
-65
-12% -$4.44K ﹤0.01% 456
2021
Q4 		$36K Buy
531
+71
+15% +$5.01K 0.01% 442
2021
Q3 		$32K Buy
460
+3
+0.7% +$196 0.01% 371
2021
Q2 		$29K Buy
457
+3
+0.7% +$198 0.01% 376
2021
Q1 		$28K Buy
454
+4
+0.9% +$221 0.01% 359
2020
Q4 		$23K Buy
450
+5
+1% +$213 0.01% 346
2020
Q3 		$14K Buy
445
+5
+1% +$178 0.01% 384
2020
Q2 		$16K Buy
440
+5
+1% +$176 0.01% 312
2020
Q1 		$11K Buy
+435
New +$20.6K 0.01% 282

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

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

Larson Financial Group reduced its Lincoln National (LNC) stake by 20% in Q2 2026, selling an estimated $21.9K and leaving 2,431 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Larson Financial Group first reported a position in LNC in Q1 2020 and has held it in 26 quarters since. The position peaked at $108K in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Larson Financial Group held 2,431 shares of Lincoln National worth $86K as of Q2 2026.
  • Larson Financial Group sold 608 Lincoln National shares in Q2 2026, an estimated $21.9K.
  • Lincoln National made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1254 holding.
  • Larson Financial Group first reported a position in Lincoln National in Q1 2020 and has held it in 26 quarters since.
  • Larson Financial Group's Lincoln National position peaked at $108K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.