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PFG Investments’s Lincoln National LNC Stock Holding History

PFG Investments’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
Q1 		– Sell
-5,623
Closed -$250K – 1228
2025
Q4 		$250K Sell
5,623
-367
-6% -$15.3K 0.01% 907
2025
Q3 		$242K Sell
5,990
-64
-1% -$2.48K 0.01% 880
2025
Q2 		$209K Sell
6,054
-2,833
-32% -$92.7K 0.01% 895
2025
Q1 		$319K Buy
8,887
+1,541
+21% +$54.7K 0.02% 675
2024
Q4 		$233K Sell
7,346
-9,046
-55% -$301K 0.01% 829
2024
Q3 		$517K Sell
16,392
-1,663
-9% -$51.8K 0.03% 487
2024
Q2 		$562K Buy
18,055
+7,787
+76% +$236K 0.04% 411
2024
Q1 		$328K Buy
+10,268
New +$284K 0.02% 707

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

PFG Investments's LNC Position: Q1 2026 in Review

PFG Investments sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 5,623 shares — an estimated $250K sold.

PFG Investments first reported a position in LNC in Q1 2024 and held it in 8 quarters. The position peaked at $562K in Q2 2024. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • PFG Investments reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • PFG Investments sold 5,623 Lincoln National shares in Q1 2026, an estimated $250K.
  • PFG Investments first reported a position in Lincoln National in Q1 2024 and held it in 8 quarters.
  • PFG Investments's Lincoln National position peaked at $562K in Q2 2024.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.