Patriot Financial Group Insurance Agency’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-39,588
| Closed | -$1.41M | – | 612 |
|
|
2026
Q1 | $1.41M | Buy |
39,588
+22,422
| +131% | +$862K | 0.08% | 259 |
|
|
2025
Q4 | $764K | Sell |
17,166
-53
| -0.3% | -$2.21K | 0.09% | 236 |
|
|
2025
Q3 | $694K | Sell |
17,219
-936
| -5% | -$36.2K | 0.09% | 238 |
|
|
2025
Q2 | $628K | Sell |
18,155
-757
| -4% | -$24.8K | 0.07% | 275 |
|
|
2025
Q1 | $679K | Sell |
18,912
-365
| -2% | -$12.9K | 0.09% | 242 |
|
|
2024
Q4 | $611K | Sell |
19,277
-363
| -2% | -$12.1K | 0.08% | 253 |
|
|
2024
Q3 | $619K | Sell |
19,640
-358
| -2% | -$11.2K | 0.08% | 262 |
|
|
2024
Q2 | $622K | Buy |
19,998
+1,144
| +6% | +$34.6K | 0.09% | 237 |
|
|
2024
Q1 | $602K | Buy |
18,854
+7,877
| +72% | +$218K | 0.1% | 233 |
|
|
2023
Q4 | $296K | Sell |
10,977
-371
| -3% | -$8.92K | 0.06% | 334 |
|
|
2023
Q3 | $280K | Sell |
11,348
-1,337
| -11% | -$35K | 0.06% | 339 |
|
|
2023
Q2 | $327K | Buy |
12,685
+797
| +7% | +$17.5K | 0.06% | 319 |
|
|
2023
Q1 | $267K | Sell |
11,888
-818
| -6% | -$24.3K | 0.05% | 363 |
|
|
2022
Q4 | $390K | Sell |
12,706
-764
| -6% | -$30.3K | 0.05% | 257 |
|
|
2022
Q3 | $591K | Buy |
13,470
+462
| +4% | +$22.3K | 0.14% | 173 |
|
|
2022
Q2 | $608K | Buy |
13,008
+625
| +5% | +$35.6K | 0.12% | 173 |
|
|
2022
Q1 | $809K | Sell |
12,383
-541
| -4% | -$37K | 0.14% | 161 |
|
|
2021
Q4 | $882K | Buy |
12,924
+641
| +5% | +$45.2K | 0.15% | 146 |
|
|
2021
Q3 | $844K | Sell |
12,283
-503
| -4% | -$32.9K | 0.15% | 148 |
|
|
2021
Q2 | $803K | Buy |
12,786
+492
| +4% | +$32.5K | 0.15% | 156 |
|
|
2021
Q1 | $766K | Buy |
12,294
+717
| +6% | +$39.6K | 0.18% | 134 |
|
|
2020
Q4 | $582K | Buy |
11,577
+9,552
| +472% | +$406K | 0.15% | 151 |
|
|
2020
Q3 | $63K | Buy |
2,025
+2,019
| +33,650% | +$72.1K | 0.02% | 487 |
|
|
2020
Q2 | $0 | Sell |
6
-7
| -54% | -$246 | ﹤0.01% | 1762 |
|
|
2020
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1657 |
|
|
2019
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1213 |
|
|
2019
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1197 |
|
|
2019
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1268 |
|
|
2019
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1135 |
|
|
2018
Q4 | $1K | Buy |
+13
| New | +$790 | ﹤0.01% | 913 |
|
Other funds holding LNC
BCP
Patriot Financial Group Insurance Agency's LNC Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 39,588 shares — an estimated $1.41M sold.
Patriot Financial Group Insurance Agency first reported a position in LNC in Q4 2018 and held it in 30 quarters. The position peaked at $1.41M in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- Patriot Financial Group Insurance Agency reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
- Patriot Financial Group Insurance Agency sold 39,588 Lincoln National shares in Q2 2026, an estimated $1.41M.
- Patriot Financial Group Insurance Agency first reported a position in Lincoln National in Q4 2018 and held it in 30 quarters.
- Patriot Financial Group Insurance Agency's Lincoln National position peaked at $1.41M in Q1 2026.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.