AWM
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Activest Wealth Management’s Lincoln National LNC Stock Holding History

Activest Wealth Management’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 		$71 Buy
+2
New +$72 ﹤0.01% 1272
2025
Q2 		– Sell
-11
Closed -$360 – 1127
2025
Q1 		$395 Buy
11
+10
+1,000% +$355 ﹤0.01% 871
2024
Q4 		$32 Buy
+1
New +$33 ﹤0.01% 806

Other funds holding LNC

LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Activest Wealth Management's LNC Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Lincoln National (LNC) in Q2 2026: 2 shares worth $71. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in LNC as recently as Q1 2025.

Activest Wealth Management first reported a position in LNC in Q4 2024 and has held it in 3 quarters since. The position peaked at $395 in Q1 2025. 83 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Activest Wealth Management held 2 shares of Lincoln National worth $71 as of Q2 2026.
  • Lincoln National was a new Activest Wealth Management position in Q2 2026.
  • Lincoln National made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1272 holding.
  • Activest Wealth Management first reported a position in Lincoln National in Q4 2024 and has held it in 3 quarters since.
  • Activest Wealth Management's Lincoln National position peaked at $395 in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.