Arkadios Wealth Advisors’s Lincoln National LNC Stock Holding History

Arkadios Wealth Advisors’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	$1.18M	Buy	33,406 +748	+2%	+$26.9K	0.02%	745
2026 Q1	$1.16M	Sell	32,658 -1,434	-4%	-$55.1K	0.02%	721
2025 Q4	$1.52M	Sell	34,092 -4,618	-12%	-$192K	0.03%	543
2025 Q3	$1.56M	Sell	38,710 -503	-1%	-$19.5K	0.04%	471
2025 Q2	$1.36M	Buy	+39,213	New	+$1.28M	0.04%	456
2021 Q4	–	Sell	-110	Closed	-$7K	–	1261
2021 Q3	$7K	Buy	+110	New	+$7.19K	﹤0.01%	1526
2020 Q4	–	Sell	-2,464	Closed	-$83.2K	–	1422
2020 Q3	$83.2K	Sell	2,464 -28	-1%	-$999	0.04%	320
2020 Q2	$88.4K	Sell	2,492 -1,312	-34%	-$46.2K	0.05%	274
2020 Q1	$100K	Buy	3,804 +3,594	+1,711%	+$171K	0.06%	235
2019 Q4	$12.9K	Buy	+210	New	+$12.4K	0.01%	537

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's LNC Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Lincoln National (LNC) stake by 2.3% in Q2 2026, buying an estimated $26.9K and bringing the position to 33,406 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #745.

Arkadios Wealth Advisors first reported a position in LNC in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Arkadios Wealth Advisors held 33,406 shares of Lincoln National worth $1.18M as of Q2 2026.
Arkadios Wealth Advisors bought 748 Lincoln National shares in Q2 2026, an estimated $26.9K.
Lincoln National made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #745 holding.
Arkadios Wealth Advisors first reported a position in Lincoln National in Q4 2019 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Lincoln National position peaked at $1.56M in Q3 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.