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Ares Financial Consulting’s Lincoln National LNC Stock Holding History

Ares Financial Consulting’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 		$2.51K Hold
71
– – ﹤0.01% 850
2026
Q1 		$2.5K Hold
71
– – ﹤0.01% 807
2025
Q4 		$3.16K Buy
+71
New +$2.96K ﹤0.01% 577

Other funds holding LNC

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Jennison Associates
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
OHWP
Oak Harbor Wealth Partners Raleigh, North Carolina $268M AUM 25.76% 1-Year Est. Return
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ares Financial Consulting's LNC Position: Q2 2026 in Review

Ares Financial Consulting held its Lincoln National (LNC) position steady in Q2 2026 at 71 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Ares Financial Consulting first reported a position in LNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.16K in Q4 2025. 290 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Ares Financial Consulting held 71 shares of Lincoln National worth $2.51K as of Q2 2026.
  • Ares Financial Consulting left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #850 holding.
  • Ares Financial Consulting first reported a position in Lincoln National in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Lincoln National position peaked at $3.16K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.