NFSG
LNC icon

Newbridge Financial Services Group’s Lincoln National LNC Stock Holding History

Newbridge Financial Services 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 		$57.8K Buy
+1,634
New +$58.8K 0.01% 452
2023
Q1 		– Sell
-22
Closed -$681 – 1451
2022
Q4 		$681 Hold
22
– – ﹤0.01% 1337
2022
Q3 		$1K Buy
+22
New +$1.06K ﹤0.01% 1310

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

Newbridge Financial Services Group's LNC Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Lincoln National (LNC) in Q2 2026: 1,634 shares worth $57.8K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in LNC as recently as Q4 2022.

Newbridge Financial Services Group first reported a position in LNC in Q3 2022 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Newbridge Financial Services Group held 1,634 shares of Lincoln National worth $57.8K as of Q2 2026.
  • Lincoln National was a new Newbridge Financial Services Group position in Q2 2026.
  • Lincoln National made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #452 holding.
  • Newbridge Financial Services Group first reported a position in Lincoln National in Q3 2022 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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