Beacon Pointe Advisors’s Lincoln National LNC Stock Holding History

Beacon Pointe 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	$1.8M	Buy	50,792 +2,134	+4%	+$76.7K	0.01%	807
2026 Q1	$1.73M	Buy	48,658 +1,483	+3%	+$57K	0.01%	784
2025 Q4	$2.1M	Sell	47,175 -48	-0.1%	-$2K	0.01%	593
2025 Q3	$1.9M	Sell	47,223 -17,708	-27%	-$685K	0.02%	558
2025 Q2	$2.25M	Buy	64,931 +10,652	+20%	+$348K	0.02%	467
2025 Q1	$1.95M	Buy	54,279 +737	+1%	+$26.1K	0.02%	464
2024 Q4	$1.7M	Buy	53,542 +5,341	+11%	+$178K	0.02%	497
2024 Q3	$1.52M	Buy	48,201 +2,872	+6%	+$89.5K	0.02%	527
2024 Q2	$1.41M	Sell	45,329 -72	-0.2%	-$2.18K	0.02%	546
2024 Q1	$1.45M	Buy	45,401 +1,708	+4%	+$47.2K	0.02%	575
2023 Q4	$1.18M	Sell	43,693 -96	-0.2%	-$2.31K	0.01%	619
2023 Q3	$1.08M	Buy	+43,789	New	+$1.15M	0.01%	609
2022 Q4	–	Sell	-5,076	Closed	-$223K	–	1087
2022 Q3	$223K	Sell	5,076 -1,438	-22%	-$69.3K	0.01%	891
2022 Q2	$308K	Sell	6,514 -42,859	-87%	-$2.44M	0.01%	812
2022 Q1	$3.23M	Buy	49,373 +41,809	+553%	+$2.86M	0.04%	341
2021 Q4	$516K	Sell	7,564 -225	-3%	-$15.9K	0.01%	562
2021 Q3	$535K	Sell	7,789 -1,620	-17%	-$106K	0.01%	529
2021 Q2	$591K	Buy	+9,409	New	+$621K	0.02%	446

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

Beacon Pointe Advisors's LNC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Lincoln National (LNC) stake by 4.4% in Q2 2026, buying an estimated $76.7K and bringing the position to 50,792 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #807.

Beacon Pointe Advisors first reported a position in LNC in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.23M in Q1 2022. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Beacon Pointe Advisors held 50,792 shares of Lincoln National worth $1.8M as of Q2 2026.
Beacon Pointe Advisors bought 2,134 Lincoln National shares in Q2 2026, an estimated $76.7K.
Lincoln National made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #807 holding.
Beacon Pointe Advisors first reported a position in Lincoln National in Q2 2021 and has held it in 18 quarters since.
Beacon Pointe Advisors's Lincoln National position peaked at $3.23M in Q1 2022.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.