MFG
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Merit Financial Group’s Lincoln National LNC Stock Holding History

Merit 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 		$465K Buy
13,145
+4,362
+50% +$157K ﹤0.01% 1544
2026
Q1 		$312K Sell
8,783
-736
-8% -$28.3K ﹤0.01% 1632
2025
Q4 		$424K Buy
9,519
+119
+1% +$4.96K ﹤0.01% 1386
2025
Q3 		$379K Buy
9,400
+38
+0.4% +$1.47K ﹤0.01% 1318
2025
Q2 		$324K Buy
+9,362
New +$306K ﹤0.01% 1302

Other funds holding LNC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

Merit Financial Group increased its Lincoln National (LNC) stake by 50% in Q2 2026, buying an estimated $157K and bringing the position to 13,145 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Merit Financial Group first reported a position in LNC in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Merit Financial Group held 13,145 shares of Lincoln National worth $465K as of Q2 2026.
  • Merit Financial Group bought 4,362 Lincoln National shares in Q2 2026, an estimated $157K.
  • Lincoln National made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1544 holding.
  • Merit Financial Group first reported a position in Lincoln National in Q2 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.