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Capital Advisors Ltd’s Lincoln National LNC Stock Holding History

Capital Advisors Ltd’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 		$36K Hold
1,025
– – ﹤0.01% 568
2026
Q1 		$36K Sell
1,025
-11
-1% -$423 ﹤0.01% 561
2025
Q4 		$46K Hold
1,036
– – 0.01% 493
2025
Q3 		$42K Buy
1,036
+11
+1% +$425 ﹤0.01% 512
2025
Q2 		$35K Hold
1,025
– – ﹤0.01% 539
2025
Q1 		$37K Hold
1,025
– – ﹤0.01% 513
2024
Q4 		$33K Hold
1,025
– – ﹤0.01% 528
2024
Q3 		$32K Hold
1,025
– – ﹤0.01% 533
2024
Q2 		$32K Hold
1,025
– – ﹤0.01% 522
2024
Q1 		$33K Hold
1,025
– – ﹤0.01% 509
2023
Q4 		$28K Hold
1,025
– – ﹤0.01% 514
2023
Q3 		$25K Hold
1,025
– – ﹤0.01% 515
2023
Q2 		$26K Buy
1,025
+946
+1,197% +$20.8K ﹤0.01% 529
2023
Q1 		$2K Sell
79
-994
-93% -$29.6K ﹤0.01% 908
2022
Q4 		$3K Buy
+1,073
New +$42.6K ﹤0.01% 775
2022
Q1 		– Sell
-8
Closed -$1K – 1082
2021
Q4 		$1K Buy
+8
New +$564 ﹤0.01% 701

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

Capital Advisors Ltd's LNC Position: Q2 2026 in Review

Capital Advisors Ltd held its Lincoln National (LNC) position steady in Q2 2026 at 1,025 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Capital Advisors Ltd first reported a position in LNC in Q4 2021 and has held it in 16 quarters since. The position peaked at $46K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Capital Advisors Ltd held 1,025 shares of Lincoln National worth $36K as of Q2 2026.
  • Capital Advisors Ltd left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #568 holding.
  • Capital Advisors Ltd first reported a position in Lincoln National in Q4 2021 and has held it in 16 quarters since.
  • Capital Advisors Ltd's Lincoln National position peaked at $46K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.