BFS
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Bare Financial Services’s Lincoln National LNC Stock Holding History

Bare Financial Services’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 		$16.1K Buy
456
+208
+84% +$7.48K ﹤0.01% 367
2026
Q1 		$8.8K Buy
248
+77
+45% +$2.96K ﹤0.01% 415
2025
Q4 		$7.62K Hold
171
– – ﹤0.01% 352
2025
Q3 		$6.9K Sell
171
-4
-2% -$155 ﹤0.01% 394
2025
Q2 		$6.05K Buy
175
+112
+178% +$3.66K ﹤0.01% 377
2025
Q1 		$2.26K Buy
+63
New +$2.23K ﹤0.01% 232

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

Bare Financial Services's LNC Position: Q2 2026 in Review

Bare Financial Services increased its Lincoln National (LNC) stake by 84% in Q2 2026, buying an estimated $7.48K and bringing the position to 456 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Bare Financial Services first reported a position in LNC in Q1 2025 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Bare Financial Services held 456 shares of Lincoln National worth $16.1K as of Q2 2026.
  • Bare Financial Services bought 208 Lincoln National shares in Q2 2026, an estimated $7.48K.
  • Lincoln National made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #367 holding.
  • Bare Financial Services first reported a position in Lincoln National in Q1 2025 and has held it in 6 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.