Grufity logo
Grufity logo

Latest LINCOLN NATIONAL CORP Stock Portfolio

$3.91Billion | No. of Holdings #20

LINCOLN NATIONAL CORP Performance

2026 Q2-13.15%
YTD-14.20%
2025+12.73%

About LINCOLN NATIONAL CORP and 13F Hedge Fund Stock Holdings

On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, LINCOLN NATIONAL CORP reported an equity portfolio of $3.9 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of LINCOLN NATIONAL CORP are VB, VB, BIV. The fund has invested 9% of it's portfolio in VANGUARD INDEX FDS and 8.2% of portfolio in VANGUARD INDEX FDS. <br><br> They significantly reduced their stock positions in ISHARES INC (EMGF), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD INDEX FDS (VB). LINCOLN NATIONAL CORP opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and VANGUARD BD INDEX FDS (BIV).
LINCOLN NATIONAL CORP Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$3.91Billion
  as of Aug 10, 2026

LINCOLN NATIONAL CORP Annual Return Estimates Vs S&P 500

Our best estimate is that LINCOLN NATIONAL CORP made a return of -13.15% in the last quarter. In trailing 12 months, it's portfolio return was -9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard intl equity index f133,945,000
New stocks bought by LINCOLN NATIONAL CORP

Additions

Ticker% Inc.
vanguard index fds466
schwab strategic tr5.97
vanguard index fds4.76
vanguard bd index fds4.7
vanguard index fds3.1
vanguard bd index fds3.02
vanguard intl equity index f2.71
vanguard scottsdale fds2.36
Additions to existing portfolio by LINCOLN NATIONAL CORP

Reductions

Ticker% Reduced
ishares inc-7.07
vanguard intl equity index f-4.32
vanguard index fds-1.47
vanguard index fds-1.04
vanguard scottsdale fds-0.96
vanguard tax-managed fds-0.9
vanguard star fds-0.66
vanguard intl equity index f-0.64
LINCOLN NATIONAL CORP reduced stake in above stock

Sold off

None of the stocks were completely sold off by LINCOLN NATIONAL CORP

Sector Distribution

LINCOLN NATIONAL CORP has about 100% of it's holdings in Others sector.

  • Others
Sector%
Others100

Market Cap. Distribution

LINCOLN NATIONAL CORP has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED100

Stocks belong to which Index?

About 0% of the stocks held by LINCOLN NATIONAL CORP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others100
Top 5 Winners (%)%
VB
vanguard index fds
19.5 %
EMGF
ishares inc
18.1 %
VEU
vanguard intl equity index f
18.0 %
VB
vanguard index fds
15.5 %
VB
vanguard index fds
15.3 %
Top 5 Winners ($)$
VB
vanguard index fds
40.5 M
VB
vanguard index fds
34.2 M
VB
vanguard index fds
31.1 M
VEU
vanguard intl equity index f
28.6 M
EMGF
ishares inc
20.7 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.5 %
BIV
vanguard bd index fds
-0.6 %
BIV
vanguard bd index fds
-0.6 %
FNDA
schwab strategic tr
-0.4 %
BNDW
vanguard scottsdale fds
-0.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-839.9 M
BIV
vanguard bd index fds
-2.0 M
BIV
vanguard bd index fds
-1.1 M
FNDA
schwab strategic tr
-1.0 M
BNDW
vanguard scottsdale fds
-0.5 M

LINCOLN NATIONAL CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LINCOLN NATIONAL CORP

LINCOLN NATIONAL CORP has 20 stocks in it's portfolio. About 68.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for LINCOLN NATIONAL CORP last quarter.

$3.91BTotal Value
20.00Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LINCOLN NATIONAL CORP, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LINCOLN NATIONAL CORP's holding in Vanguard Bd Index Fds over time
7.93%3,979,160
$310.02M
7.93%
increased 1.92 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LINCOLN NATIONAL CORP's holding in Vanguard Bd Index Fds over time
4.85%2,750,790
$189.61M
4.85%
increased 4.7 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LINCOLN NATIONAL CORP's holding in Vanguard Bd Index Fds over time
4.42%2,251,870
$172.72M
4.42%
increased 3.02 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
LINCOLN NATIONAL CORP's holding in Vanguard Scottsdale Fds over time
4.65%3,880,620
$181.65M
4.65%
increased 2.36 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
LINCOLN NATIONAL CORP's holding in Vanguard Scottsdale Fds over time
3.89%458,185
$151.85M
3.89%
decreased 0.96 percentreduced
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
LINCOLN NATIONAL CORP's holding in Vanguard Charlotte Fds over time
5.97%4,815,070
$233.19M
5.97%
increased 2.27 percentadded
EMGF
Ishares Inc

Ishares Inc

EMGF
LINCOLN NATIONAL CORP's holding in Ishares Inc over time
3.22%1,521,020
$126.00M
3.22%
decreased 7.07 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
LINCOLN NATIONAL CORP's holding in Schwab Strategic Tr over time
6.4%9,439,560
$250.15M
6.4%
increased 5.97 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
LINCOLN NATIONAL CORP's holding in Vanguard Index Fds over time
8.98%4,071,640
$350.73M
8.98%
increased 466.25 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
LINCOLN NATIONAL CORP's holding in Vanguard Index Fds over time
8.18%1,465,810
$319.44M
8.18%
increased 4.76 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
LINCOLN NATIONAL CORP's holding in Vanguard Index Fds over time
7.75%817,971
$302.68M
7.75%
decreased 1.04 percentreduced
VB
Vanguard Index Fds

Vanguard Index Fds

VB
LINCOLN NATIONAL CORP's holding in Vanguard Index Fds over time
6.68%380,227
$261.14M
6.68%
decreased 1.47 percentreduced
VB
Vanguard Index Fds

Vanguard Index Fds

VB
LINCOLN NATIONAL CORP's holding in Vanguard Index Fds over time
2.27%293,140
$88.86M
2.27%
increased 3.1 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
LINCOLN NATIONAL CORP's holding in Vanguard Index Fds over time
1.08%170,932
$42.09M
1.08%
increased 1.26 percentadded
VEA
Vanguard Tax-Managed Fds

Vanguard Tax-Managed Fds

VEA
LINCOLN NATIONAL CORP's holding in Vanguard Tax-Managed Fds over time
4.8%2,629,800
$187.37M
4.8%
decreased 0.9 percentreduced
VEU
Vanguard Intl Equity Index F

Vanguard Intl Equity Index F

VEU
LINCOLN NATIONAL CORP's holding in Vanguard Intl Equity Index F over time
7.06%3,294,440
$275.91M
7.06%
decreased 0.64 percentreduced
VEU
Vanguard Intl Equity Index F

Vanguard Intl Equity Index F

VEU
LINCOLN NATIONAL CORP's holding in Vanguard Intl Equity Index F over time
3.43%2,244,010
$133.94M
3.43%
new position
VEU
Vanguard Intl Equity Index F

Vanguard Intl Equity Index F

VEU
LINCOLN NATIONAL CORP's holding in Vanguard Intl Equity Index F over time
3.1%1,370,140
$121.31M
3.1%
increased 2.71 percentadded
VEU
Vanguard Intl Equity Index F

Vanguard Intl Equity Index F

VEU
LINCOLN NATIONAL CORP's holding in Vanguard Intl Equity Index F over time
2.19%740,397
$85.66M
2.19%
decreased 4.32 percentreduced
VXUS
Vanguard Star Fds

Vanguard Star Fds

VXUS
LINCOLN NATIONAL CORP's holding in Vanguard Star Fds over time
3.15%1,439,440
$123.06M
3.15%
decreased 0.66 percentreduced