Bruce G. Allen Investments’s Lincoln National LNC Stock Holding History

Bruce G. Allen Investments’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	$1.66K	Hold	47	–	–	﹤0.01%	716
2026 Q1	$1.67K	Sell	47 -6	-11%	-$231	﹤0.01%	718
2025 Q4	$2.36K	Hold	53	–	–	﹤0.01%	667
2025 Q3	$2.14K	Hold	53	–	–	﹤0.01%	692
2025 Q2	$1.83K	Sell	53 -4	-7%	-$131	﹤0.01%	725
2025 Q1	$2.05K	Hold	57	–	–	﹤0.01%	700
2024 Q4	$1.81K	Hold	57	–	–	﹤0.01%	730
2024 Q3	$1.8K	Hold	57	–	–	﹤0.01%	733
2024 Q2	$1.77K	Buy	57 +25	+78%	+$756	﹤0.01%	704
2024 Q1	$1.02K	Hold	32	–	–	﹤0.01%	777
2023 Q4	$863	Buy	+32	New	+$769	﹤0.01%	847

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

Bruce G. Allen Investments's LNC Position: Q2 2026 in Review

Bruce G. Allen Investments held its Lincoln National (LNC) position steady in Q2 2026 at 47 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Bruce G. Allen Investments first reported a position in LNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.36K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Bruce G. Allen Investments held 47 shares of Lincoln National worth $1.66K as of Q2 2026.
Bruce G. Allen Investments left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #716 holding.
Bruce G. Allen Investments first reported a position in Lincoln National in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Lincoln National position peaked at $2.36K in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.