BOS Asset Management’s Lincoln National LNC Stock Holding History

BOS Asset Management’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	$496K	Buy	12,322 +25	+0.2%	+$1.07K	0.12%	123
2026 Q2	$435K	Sell	12,297 -46	-0.4%	-$1.65K	0.1%	135
2026 Q1	$438K	Sell	12,343 -175	-1%	-$6.72K	0.11%	137
2025 Q4	$557K	Buy	12,518 +25	+0.2%	+$1.04K	0.15%	108
2025 Q3	$504K	Buy	12,493 +78	+0.6%	+$3.02K	0.14%	116
2025 Q2	$430K	Buy	12,415 +1,872	+18%	+$61.2K	0.14%	111
2025 Q1	$379K	Buy	10,543 +12	+0.1%	+$426	0.13%	113
2024 Q4	$334K	Sell	10,531 -30	-0.3%	-$1K	0.12%	116
2024 Q3	$333K	Buy	10,561 +973	+10%	+$30.3K	0.12%	111
2024 Q2	$298K	Sell	9,588 -20	-0.2%	-$605	0.14%	113
2024 Q1	$307K	Buy	9,608 +720	+8%	+$19.9K	0.16%	103
2023 Q4	$240K	Buy	+8,888	New	+$214K	0.16%	132

Other funds holding LNC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BOS Asset Management's LNC Position: Q3 2026 in Review

BOS Asset Management increased its Lincoln National (LNC) stake by 0.2% in Q3 2026, buying an estimated $1.07K and bringing the position to 12,322 shares worth $496K. The position accounts for 0.12% of the portfolio, ranked #123.

BOS Asset Management first reported a position in LNC in Q4 2023 and has held it in 12 quarters since. The position peaked at $557K in Q4 2025. 29 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

BOS Asset Management held 12,322 shares of Lincoln National worth $496K as of Q3 2026.
BOS Asset Management bought 25 Lincoln National shares in Q3 2026, an estimated $1.07K.
Lincoln National made up 0.12% of BOS Asset Management's portfolio in Q3 2026, its #123 holding.
BOS Asset Management first reported a position in Lincoln National in Q4 2023 and has held it in 12 quarters since.
BOS Asset Management's Lincoln National position peaked at $557K in Q4 2025.
29 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.