BEI
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Benjamin Edwards Inc’s Lincoln National LNC Stock Holding History

Benjamin Edwards Inc’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 		$1.82M Buy
51,381
+4,948
+11% +$178K 0.02% 606
2026
Q1 		$1.65M Buy
46,433
+1,354
+3% +$52K 0.02% 597
2025
Q4 		$2.01M Buy
45,079
+412
+0.9% +$17.2K 0.02% 500
2025
Q3 		$1.8M Sell
44,667
-2,087
-4% -$80.7K 0.02% 512
2025
Q2 		$1.62M Buy
46,754
+1,861
+4% +$60.9K 0.02% 498
2025
Q1 		$1.61M Buy
44,893
+1,569
+4% +$55.7K 0.02% 467
2024
Q4 		$1.37M Buy
43,324
+7,850
+22% +$262K 0.02% 521
2024
Q3 		$1.12M Buy
+35,474
New +$1.11M 0.02% 565

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

Benjamin Edwards Inc's LNC Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Lincoln National (LNC) stake by 11% in Q2 2026, buying an estimated $178K and bringing the position to 51,381 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #606.

Benjamin Edwards Inc first reported a position in LNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Benjamin Edwards Inc held 51,381 shares of Lincoln National worth $1.82M as of Q2 2026.
  • Benjamin Edwards Inc bought 4,948 Lincoln National shares in Q2 2026, an estimated $178K.
  • Lincoln National made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #606 holding.
  • Benjamin Edwards Inc first reported a position in Lincoln National in Q3 2024 and has held it in 8 quarters since.
  • Benjamin Edwards Inc's Lincoln National position peaked at $2.01M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.