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RFG Advisory’s Lincoln National LNC Stock Holding History

RFG Advisory’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 		$206K Buy
5,824
+155
+3% +$5.57K ﹤0.01% 1073
2026
Q1 		$201K Buy
5,669
+5
+0.1% +$192 ﹤0.01% 1008
2025
Q4 		$252K Buy
5,664
+146
+3% +$6.08K ﹤0.01% 883
2025
Q3 		$223K Buy
+5,518
New +$213K ﹤0.01% 899

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

RFG Advisory's LNC Position: Q2 2026 in Review

RFG Advisory increased its Lincoln National (LNC) stake by 2.7% in Q2 2026, buying an estimated $5.57K and bringing the position to 5,824 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

RFG Advisory first reported a position in LNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $252K in Q4 2025. 156 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • RFG Advisory held 5,824 shares of Lincoln National worth $206K as of Q2 2026.
  • RFG Advisory bought 155 Lincoln National shares in Q2 2026, an estimated $5.57K.
  • Lincoln National made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1073 holding.
  • RFG Advisory first reported a position in Lincoln National in Q3 2025 and has held it in 4 quarters since.
  • RFG Advisory's Lincoln National position peaked at $252K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.