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Action Point Financial Planning’s Lincoln National LNC Stock Holding History

Action Point Financial Planning’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 		$38.3K Buy
+1,089
New +$39.2K ﹤0.01% 910

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's LNC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Lincoln National (LNC) in Q2 2026: 1,089 shares worth $38.3K. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings.

614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Action Point Financial Planning held 1,089 shares of Lincoln National worth $38.3K as of Q2 2026.
  • Lincoln National was a new Action Point Financial Planning position in Q2 2026.
  • Lincoln National made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #910 holding.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.