WTFG
LNC icon

Wood Tarver Financial Group’s Lincoln National LNC Stock Holding History

Wood Tarver Financial 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
Q1 		$239K Hold
6,758
– – 0.07% 138
2025
Q4 		$300K Hold
6,758
– – 0.08% 123
2025
Q3 		$272K Hold
6,758
– – 0.08% 127
2025
Q2 		$233K Hold
6,758
– – 0.07% 129
2025
Q1 		$243K Hold
6,758
– – 0.08% 118
2024
Q4 		$214K Buy
+6,758
New +$225K 0.07% 126

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wood Tarver Financial Group's LNC Position: Q1 2026 in Review

Wood Tarver Financial Group held its Lincoln National (LNC) position steady in Q1 2026 at 6,758 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #138.

Wood Tarver Financial Group first reported a position in LNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $300K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Wood Tarver Financial Group held 6,758 shares of Lincoln National worth $239K as of Q1 2026.
  • Wood Tarver Financial Group left its Lincoln National share count unchanged in Q1 2026.
  • Lincoln National made up 0.07% of Wood Tarver Financial Group's portfolio in Q1 2026, its #138 holding.
  • Wood Tarver Financial Group first reported a position in Lincoln National in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Lincoln National position peaked at $300K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.