LNC
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Lincoln National Corp’s American Financial Group AFG Stock Holding History

Lincoln National Corp’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,653
Closed -$226K – 39
2024
Q1 		$226K Buy
+1,653
New +$206K ﹤0.01% 1099
2023
Q2 		– Sell
-1,821
Closed -$221K – 1018
2023
Q1 		$221K Buy
1,821
+8
+0.4% +$1.05K ﹤0.01% 883
2022
Q4 		$249K Buy
1,813
+4
+0.2% +$548 0.01% 789
2022
Q3 		$222K Buy
1,809
+1
+0.1% +$131 0.01% 778
2022
Q2 		$251K Buy
1,808
+103
+6% +$14.5K 0.01% 723
2022
Q1 		$248K Sell
1,705
-335
-16% -$45.7K 0.01% 781
2021
Q4 		$280K Buy
2,040
+58
+3% +$7.97K 0.01% 732
2021
Q3 		$249K Buy
1,982
+314
+19% +$41K 0.01% 752
2021
Q2 		$208K Buy
+1,668
New +$208K ﹤0.01% 798

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lincoln National Corp's AFG Position: Q2 2024 in Review

Lincoln National Corp sold out of American Financial Group (AFG) in Q2 2024, closing a stake of 1,653 shares — an estimated $226K sold.

Lincoln National Corp first reported a position in AFG in Q2 2021 and held it in 9 quarters. The position peaked at $280K in Q4 2021. 425 funds tracked by Wall St. Rank hold AFG as of Q2 2024.

  • Lincoln National Corp reported no remaining American Financial Group position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,653 American Financial Group shares in Q2 2024, an estimated $226K.
  • Lincoln National Corp first reported a position in American Financial Group in Q2 2021 and held it in 9 quarters.
  • Lincoln National Corp's American Financial Group position peaked at $280K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held American Financial Group as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.