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Avion Wealth’s Lincoln National LNC Stock Holding History

Avion Wealth’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
Q3 		$1K Hold
35
– – ﹤0.01% 1262
2026
Q2 		$1K Buy
35
+14
+67% +$503 ﹤0.01% 1279
2026
Q1 		$0 Hold
21
– – ﹤0.01% 1447
2025
Q4 		$0 Sell
21
-16
-43% -$666 ﹤0.01% 1440
2025
Q3 		$1K Hold
37
– – ﹤0.01% 1044
2025
Q2 		$1K Buy
37
+7
+23% +$229 ﹤0.01% 1003
2025
Q1 		$0 Buy
+30
New +$1.06K ﹤0.01% 1219
2024
Q4 		– Sell
-21
Closed – – 1168
2024
Q3 		$0 Hold
21
– – ﹤0.01% 1200
2024
Q2 		$0 Hold
21
– – ﹤0.01% 1123
2024
Q1 		$1K Hold
21
– – ﹤0.01% 997
2023
Q4 		$1K Buy
+21
New +$505 ﹤0.01% 858

Other funds holding LNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avion Wealth's LNC Position: Q3 2026 in Review

Avion Wealth held its Lincoln National (LNC) position steady in Q3 2026 at 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Avion Wealth first reported a position in LNC in Q4 2023 and has held it in 11 quarters since. 330 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • Avion Wealth held 35 shares of Lincoln National worth $1K as of Q3 2026.
  • Avion Wealth left its Lincoln National share count unchanged in Q3 2026.
  • Lincoln National made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1262 holding.
  • Avion Wealth first reported a position in Lincoln National in Q4 2023 and has held it in 11 quarters since.
  • 330 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.