LNC
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Lincoln National Corp’s Principal Financial Group PFG Stock Holding History

Lincoln National Corp’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,703
Closed -$233K – 823
2024
Q1 		$233K Sell
2,703
-100
-4% -$8.03K ﹤0.01% 1080
2023
Q4 		$221K Sell
2,803
-199
-7% -$14.4K ﹤0.01% 1011
2023
Q3 		$216K Sell
3,002
-104
-3% -$8.07K ﹤0.01% 934
2023
Q2 		$236K Sell
3,106
-695
-18% -$50.1K ﹤0.01% 891
2023
Q1 		$283K Sell
3,801
-662
-15% -$56.2K 0.01% 791
2022
Q4 		$375K Buy
+4,463
New +$383K 0.01% 620

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Lincoln National Corp sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 2,703 shares — an estimated $233K sold.

Lincoln National Corp first reported a position in PFG in Q4 2022 and held it in 6 quarters. The position peaked at $375K in Q4 2022. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Lincoln National Corp reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,703 Principal Financial Group shares in Q2 2024, an estimated $233K.
  • Lincoln National Corp first reported a position in Principal Financial Group in Q4 2022 and held it in 6 quarters.
  • Lincoln National Corp's Principal Financial Group position peaked at $375K in Q4 2022.
  • 795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

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