Superior Planning, LLC’s Lincoln National LNC Stock Holding History

Superior Planning, LLC’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 Q3	$3.46K	Buy	+86	New	+$3.67K	﹤0.01%	1347

Other funds holding LNC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's LNC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Lincoln National (LNC) in Q3 2026: 86 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings.

433 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Superior Planning, LLC held 86 shares of Lincoln National worth $3.46K as of Q3 2026.
Lincoln National was a new Superior Planning, LLC position in Q3 2026.
Lincoln National made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1347 holding.
433 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.