Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4,248 shares
Latest Disclosed Value $ 150,804
IFP Advisors, Inc reports 25.70% decrease in ownership of LNC / Lincoln National Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4,248 shares of Lincoln National Corporation (US:LNC) valued at $150,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,717 shares of Lincoln National Corporation. This represents a change in shares of -25.70% during the quarter. The current value of the position is $142,435 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F LINCOLN NATL CORP IND cs 534187109 4,248 -1,469 -25.70 151 -40.94 0.0031
2026-02-06 2025-12-31 13F LINCOLN NATL CORP IND cs 534187109 5,717 388 7.28 255 18.69 0.0057
2026-02-06 2025-09-30 13F/A-1 LINCOLN NATL CORP IND cs 534187109 5,329 2,524 89.98 215 41.72 0.0056
2025-12-02 2025-09-30 13F LINCOLN NATL CORP IND cs 534187109 4,890 2,085 233 0.0060
2025-07-24 2025-06-30 13F LINCOLN NATL CORP IND cs 534187109 2,805 -1,939 -40.87 151 -12.72 0.0043
2025-05-05 2025-03-31 13F LINCOLN NATL CORP IND cs 534187109 4,744 -290 -5.76 173 6.79 0.0053
2025-02-04 2024-12-31 13F LINCOLN NATL CORP IND cs 534187109 5,034 -24,903 -83.18 162 -82.82 0.0053
2025-02-04 2024-09-30 13F LINCOLN NATL CORP IND cs 534187109 29,937 -56,143 -65.22 943 -64.77 0.0340
2024-07-30 2024-06-30 13F LINCOLN NATL CORP IND cs 534187109 86,080 55,416 180.72 2,677 173.44 0.1062
2024-07-30 2024-03-31 13F LINCOLN NATL CORP IND cs 534187109 30,664 26,049 564.44 979 689.52 0.0429
2024-01-09 2023-12-31 13F LINCOLN NATL CORP IND cs 534187109 4,615 179 4.04 124 13.76 0.0059
2023-10-12 2023-09-30 13F LINCOLN NATL CORP IND cs 534187109 4,436 3,936 787.20 110 808.33 0.0049
2023-08-14 2023-06-30 13F/A-1 LINCOLN NATL CORP IND cs 534187109 500 107 27.23 13 33.33 0.0005
2023-08-04 2023-06-30 13F LINCOLN NATL CORP IND cs 534187109 500 107 12 0.0006
2023-04-18 2023-03-31 13F LINCOLN NATL CORP IND cs 534187109 393 -1,361 -77.59 10 0.0004
2023-02-07 2022-12-31 13F LINCOLN NATL CORP IND cs 534187109 1,754 -148 -7.78 0 -100.00 0.0014
2022-11-08 2022-09-30 13F LINCOLN NATL CORP IND cs 534187109 1,902 221 13.15 63 12.50 0.0016
2022-09-06 2022-06-30 13F/A-1 LINCOLN NATL CORP IND cs 534187109 1,681 0 0.00 56 0.00 0.0018
2022-09-06 2022-03-31 13F/A-1 LINCOLN NATL CORP IND cs 534187109 1,681 719 74.74 56 -15.15 0.0018
2022-08-08 2022-03-31 13F LINCOLN NATL CORP IND COM Stock 534187109 963 1 27 0.0006
2022-01-12 2021-12-31 13F LINCOLN NATL CORP IND COM Stock 534187109 962 -3 -0.31 66 -2.94 0.0013
2021-10-06 2021-09-30 13F LINCOLN NATL CORP IND COM Stock 534187109 965 12 1.26 68 11.48 0.0014
2021-07-13 2021-06-30 13F LINCOLN NATL CORP IND COM Stock 534187109 953 21 2.25 61 5.17 0.0013
2021-04-30 2021-03-31 13F LINCOLN NATL CORP IND COM Stock 534187109 932 -298 -24.23 58 -9.37 0.0011
2021-01-25 2020-12-31 13F LINCOLN NATL CORP IND COM Stock 534187109 1,230 -19,698 -94.12 64 -90.09 0.0026
2020-10-29 2020-09-30 13F LINCOLN NATL CORP IND COM Stock 534187109 20,928 -369 -1.73 646 -14.89 0.0386
2020-08-05 2020-06-30 13F LINCOLN NATL CORP IND COM Stock 534187109 21,297 19,923 1,450.00 759 1,751.22 0.0602
2020-05-12 2020-03-31 13F LINCOLN NATL CORP IND COM Stock 534187109 1,374 213 18.35 41 -39.71 0.0041
2020-01-17 2019-12-31 13F LINCOLN NATL CORP IND COM Stock 534187109 1,161 603 108.06 68 112.50 0.0051
2019-11-07 2019-09-30 13F LINCOLN NATL CORP IND COM Stock 534187109 558 -8,246 -93.66 32 -93.80 0.0021
2019-05-15 2019-03-31 13F LINCOLN NATIONAL CORPIN Stock 534187109 8,804 -3,349 -27.56 516 -16.77 0.0704
2019-06-03 2018-12-31 13F/A-10 LINCOLN NATL CORP IND COM Stock 534187109 12,153 8,970 281.81 620 188.37 0.0378
2019-01-23 2018-12-31 13F LINCOLN NATL CORP IND COM Stock 534187109 12,153 8,970 620 0.0378
2019-06-03 2018-09-30 13F/A-9 LINCOLN NATL CORP IND COM Stock 534187109 3,183 -9,375 -74.65 215 -72.51 0.0088
2018-10-25 2018-09-30 13F LINCOLN NATL CORP IND COM Stock 534187109 3,183 -9,375 215 0.0088
2019-06-03 2018-06-30 13F/A-8 LINCOLN NATL CORP IND COM Stock 534187109 12,558 8,540 212.54 782 153.07 0.0329
2018-08-07 2018-06-30 13F LINCOLN NATL CORP IND COM Stock 534187109 12,558 1,548 782
2019-06-03 2018-03-31 13F/A-7 LINCOLN NATL CORP IND COM Stock 534187109 4,018 0 0.00 309 0.00 0.0140
2018-05-09 2018-03-31 13F LINCOLN NATL CORP IND COM Stock 534187109 11,010 6,992 804
2019-06-03 2017-12-31 13F/A-6 LINCOLN NATL CORP IND COM Stock 534187109 4,018 -15,984 -79.91 309 -78.98 0.0140
2018-01-24 2017-12-31 13F LINCOLN NATL CORP IND COM Stock 534187109 4,018 -15,984 309
2017-10-30 2017-09-30 13F LINCOLN NATL CORP IND COM Stock 534187109 20,002 -35 -0.17 1,470 8.57 0.0584
2019-06-03 2017-06-30 13F/A-5 LINCOLN NATL CORP IND COM Stock 534187109 20,037 -2,334 -10.43 1,354 -7.51 0.0574
2017-07-31 2017-06-30 13F LINCOLN NATL CORP IND COM Stock 534187109 20,037 -2,334 1,354
2019-06-03 2017-03-31 13F/A-4 LINCOLN NATL CORP IND COM Stock 534187109 22,371 385 1.75 1,464 0.48 0.0638
2017-04-26 2017-03-31 13F LINCOLN NATL CORP IND COM Stock 534187109 22,371 385 1,464
2019-06-03 2016-12-31 13F/A-3 LINCOLN NATL CORP IND COM Stock 534187109 21,986 844 3.99 1,457 46.73 0.0703
2017-02-14 2016-12-31 13F LINCOLN NATL CORP IND COM Stock 534187109 21,986 844 1,457
2016-11-04 2016-09-30 13F LINCOLN NATL CORP IND COM Stock 534187109 21,142 3,229 18.03 993 43.08 0.0516
2019-06-03 2016-06-30 13F/A-2 LINCOLN NATL CORP IND COM Stock 534187109 17,913 9,109 103.46 694 34.50 0.0387
2016-08-22 2016-06-30 13F LINCOLN NATL CORP IND COM Stock 534187109 17,913 9,109 694
2019-06-03 2016-03-31 13F/A-1 LINCOLN NATIONAL CORPIN Stock 534187109 8,804 -7,681 -46.59 516 -37.76 0.0704
2016-05-02 2016-03-31 13F LINCOLN NATL CORP IND COM Stock 534187109 17,789 1,304 697
2016-02-11 2015-12-31 13F LINCOLN NATL CORP IND COM Stock 534187109 16,485 16,485 829 0.0556
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.