TFC Financial Management’s Lincoln National LNC Stock Holding History

TFC Financial Management’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	$1.06K	Hold	30	–	–	﹤0.01%	643
2026 Q1	$1.06K	Buy	30 +1	+3%	+$38	﹤0.01%	608
2025 Q4	$1.29K	Hold	29	–	–	﹤0.01%	580
2025 Q3	$1.17K	Hold	29	–	–	﹤0.01%	614
2025 Q2	$1K	Hold	29	–	–	﹤0.01%	574
2025 Q1	$1.04K	Hold	29	–	–	﹤0.01%	564
2024 Q4	$920	Hold	29	–	–	﹤0.01%	582
2024 Q3	$914	Hold	29	–	–	﹤0.01%	598
2024 Q2	$902	Hold	29	–	–	﹤0.01%	573
2024 Q1	$926	Hold	29	–	–	﹤0.01%	559
2023 Q4	$783	Hold	29	–	–	﹤0.01%	545
2023 Q3	$717	Hold	29	–	–	﹤0.01%	564
2023 Q2	$748	Buy	+29	New	+$637	﹤0.01%	544

Other funds holding LNC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

AIM

Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TFC Financial Management's LNC Position: Q2 2026 in Review

TFC Financial Management held its Lincoln National (LNC) position steady in Q2 2026 at 30 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

TFC Financial Management first reported a position in LNC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.29K in Q4 2025. 271 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

TFC Financial Management held 30 shares of Lincoln National worth $1.06K as of Q2 2026.
TFC Financial Management left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #643 holding.
TFC Financial Management first reported a position in Lincoln National in Q2 2023 and has held it in 13 quarters since.
TFC Financial Management's Lincoln National position peaked at $1.29K in Q4 2025.
271 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.