AF
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Allworth Financial’s Lincoln National LNC Stock Holding History

Allworth Financial’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 		$239K Buy
6,771
+544
+9% +$19.6K ﹤0.01% 1382
2026
Q1 		$221K Buy
6,227
+84
+1% +$3.23K ﹤0.01% 1338
2025
Q4 		$274K Buy
6,143
+233
+4% +$9.7K ﹤0.01% 1186
2025
Q3 		$238K Buy
5,910
+19
+0.3% +$735 ﹤0.01% 1213
2025
Q2 		$204K Buy
5,891
+107
+2% +$3.5K ﹤0.01% 1168
2025
Q1 		$185K Buy
5,784
+662
+13% +$23.5K ﹤0.01% 977
2024
Q4 		$169K Sell
5,122
-45
-0.9% -$1.5K ﹤0.01% 1008
2024
Q3 		$163K Sell
5,167
-76
-1% -$2.37K ﹤0.01% 888
2024
Q2 		$167K Buy
5,243
+1,040
+25% +$31.5K ﹤0.01% 878
2024
Q1 		$134K Sell
4,203
-35
-0.8% -$967 ﹤0.01% 916
2023
Q4 		$114K Buy
4,238
+532
+14% +$12.8K ﹤0.01% 901
2023
Q3 		$91.5K Sell
3,706
-19
-0.5% -$497 ﹤0.01% 910
2023
Q2 		$96K Buy
3,725
+45
+1% +$988 ﹤0.01% 912
2023
Q1 		$82.7K Buy
3,680
+758
+26% +$22.5K ﹤0.01% 913
2022
Q4 		$89.8K Buy
2,922
+29
+1% +$1.15K ﹤0.01% 845
2022
Q3 		$127K Sell
2,893
-373
-11% -$18K ﹤0.01% 705
2022
Q2 		$153K Sell
3,266
-12
-0.4% -$684 ﹤0.01% 611
2022
Q1 		$214K Buy
3,278
+447
+16% +$30.5K ﹤0.01% 538
2021
Q4 		$193K Buy
2,831
+8
+0.3% +$564 ﹤0.01% 536
2021
Q3 		$194K Buy
2,823
+3
+0.1% +$196 ﹤0.01% 492
2021
Q2 		$177K Sell
2,820
-198
-7% -$13.1K ﹤0.01% 385
2021
Q1 		$188K Buy
3,018
+204
+7% +$11.3K ﹤0.01% 361
2020
Q4 		$142K Buy
2,814
+4
+0.1% +$170 ﹤0.01% 321
2020
Q3 		$88K Buy
2,810
+5
+0.2% +$178 ﹤0.01% 348
2020
Q2 		$103K Buy
2,805
+4
+0.1% +$141 ﹤0.01% 313
2020
Q1 		$74K Buy
2,801
+3
+0.1% +$142 ﹤0.01% 347
2019
Q4 		$165K Buy
2,798
+2
+0.1% +$118 0.01% 208
2019
Q3 		$169K Buy
2,796
+2
+0.1% +$120 0.01% 186
2019
Q2 		$180K Buy
2,794
+2
+0.1% +$128 0.01% 177
2019
Q1 		$164K Buy
2,792
+92
+3% +$5.45K 0.01% 181
2018
Q4 		$139K Buy
2,700
+300
+13% +$18.2K 0.01% 178
2018
Q3 		$162K Hold
2,400
– – 0.01% 179
2018
Q2 		$149K Hold
2,400
– – 0.01% 183
2018
Q1 		$175K Hold
2,400
– – 0.01% 128
2017
Q4 		$184K Hold
2,400
– – 0.01% 120
2017
Q3 		$176K Hold
2,400
– – 0.01% 115
2017
Q2 		$162K Hold
2,400
– – 0.01% 128
2017
Q1 		$157K Hold
2,400
– – 0.01% 122
2016
Q4 		$159K Hold
2,400
– – 0.02% 113
2016
Q3 		$113K Hold
2,400
– – 0.01% 138
2016
Q2 		$93K Hold
2,400
– – 0.01% 154
2016
Q1 		$94K Hold
2,400
– – 0.01% 156
2015
Q4 		$121K Hold
2,400
– – 0.02% 127
2015
Q3 		$114K Hold
2,400
– – 0.04% 125
2015
Q2 		$142K Hold
2,400
– – 0.05% 113
2015
Q1 		$138K Buy
+2,400
New +$134K 0.05% 111

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

Allworth Financial's LNC Position: Q2 2026 in Review

Allworth Financial increased its Lincoln National (LNC) stake by 8.7% in Q2 2026, buying an estimated $19.6K and bringing the position to 6,771 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Allworth Financial first reported a position in LNC in Q1 2015 and has held it in 46 quarters since. The position peaked at $274K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Allworth Financial held 6,771 shares of Lincoln National worth $239K as of Q2 2026.
  • Allworth Financial bought 544 Lincoln National shares in Q2 2026, an estimated $19.6K.
  • Lincoln National made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1382 holding.
  • Allworth Financial first reported a position in Lincoln National in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's Lincoln National position peaked at $274K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.