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Bell Investment Advisors’s Lincoln National LNC Stock Holding History

Bell Investment 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 		$8.13K Sell
230
-90
-28% -$3.24K ﹤0.01% 783
2026
Q1 		$11.4K Sell
320
-25
-7% -$961 ﹤0.01% 625
2025
Q4 		$15.4K Buy
345
+54
+19% +$2.25K ﹤0.01% 538
2025
Q3 		$11.7K Hold
291
– – ﹤0.01% 579
2025
Q2 		$10.1K Buy
291
+69
+31% +$2.26K ﹤0.01% 676
2025
Q1 		$7.97K Buy
222
+14
+7% +$497 ﹤0.01% 700
2024
Q4 		$6.6K Buy
208
+104
+100% +$3.47K ﹤0.01% 784
2024
Q3 		$3.28K Buy
104
+56
+117% +$1.75K ﹤0.01% 1138
2024
Q2 		$1.49K Hold
48
– – ﹤0.01% 1476
2024
Q1 		$1.53K Hold
48
– – ﹤0.01% 1458
2023
Q4 		$1.29K Hold
48
– – ﹤0.01% 1505
2023
Q3 		$1.19K Sell
48
-55
-53% -$1.44K ﹤0.01% 1500
2023
Q2 		$2.65K Buy
103
+73
+243% +$1.6K ﹤0.01% 1149
2023
Q1 		$675 Buy
+30
New +$892 ﹤0.01% 1686
2022
Q3 		– Sell
-101
Closed -$5K – 1854
2022
Q2 		$5K Buy
+101
New +$5.76K ﹤0.01% 711
2021
Q4 		$2K Sell
36
-8
-18% -$564 ﹤0.01% 1174
2021
Q3 		$3K Buy
+44
New +$2.87K ﹤0.01% 933

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

Bell Investment Advisors's LNC Position: Q2 2026 in Review

Bell Investment Advisors reduced its Lincoln National (LNC) stake by 28% in Q2 2026, selling an estimated $3.24K and leaving 230 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Bell Investment Advisors first reported a position in LNC in Q3 2021 and has held it in 17 quarters since. The position peaked at $15.4K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Bell Investment Advisors held 230 shares of Lincoln National worth $8.13K as of Q2 2026.
  • Bell Investment Advisors sold 90 Lincoln National shares in Q2 2026, an estimated $3.24K.
  • Lincoln National made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #783 holding.
  • Bell Investment Advisors first reported a position in Lincoln National in Q3 2021 and has held it in 17 quarters since.
  • Bell Investment Advisors's Lincoln National position peaked at $15.4K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.