CAPTRUST Financial Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.89M | Buy |
110,065
+8,910
| +9% | +$320K | 0.01% | 938 |
|
|
2026
Q1 | $3.59M | Buy |
101,155
+38,593
| +62% | +$1.48M | 0.01% | 914 |
|
|
2025
Q4 | $2.79M | Buy |
62,562
+11,443
| +22% | +$477K | 0.01% | 924 |
|
|
2025
Q3 | $2.06M | Sell |
51,119
-669
| -1% | -$25.9K | ﹤0.01% | 1014 |
|
|
2025
Q2 | $1.79M | Buy |
51,788
+9,080
| +21% | +$297K | ﹤0.01% | 1022 |
|
|
2025
Q1 | $1.53M | Buy |
42,708
+2,493
| +6% | +$88.4K | ﹤0.01% | 1045 |
|
|
2024
Q4 | $1.28M | Sell |
40,215
-3,108
| -7% | -$104K | ﹤0.01% | 1109 |
|
|
2024
Q3 | $1.37M | Sell |
43,323
-9,766
| -18% | -$304K | ﹤0.01% | 1013 |
|
|
2024
Q2 | $1.65M | Buy |
53,089
+1,581
| +3% | +$47.8K | 0.01% | 901 |
|
|
2024
Q1 | $1.64M | Sell |
51,508
-43,793
| -46% | -$1.21M | 0.01% | 883 |
|
|
2023
Q4 | $2.57M | Buy |
95,301
+28,083
| +42% | +$675K | 0.01% | 811 |
|
|
2023
Q3 | $1.66M | Sell |
67,218
-8,203
| -11% | -$215K | 0.01% | 935 |
|
|
2023
Q2 | $1.94M | Buy |
75,421
+9,974
| +15% | +$219K | 0.01% | 839 |
|
|
2023
Q1 | $1.47M | Buy |
65,447
+1,707
| +3% | +$50.8K | 0.01% | 848 |
|
|
2022
Q4 | $1.96M | Sell |
63,740
-9,444
| -13% | -$375K | 0.01% | 730 |
|
|
2022
Q3 | $3.21M | Buy |
73,184
+21,737
| +42% | +$1.05M | 0.02% | 527 |
|
|
2022
Q2 | $2.41M | Sell |
51,447
-6,262
| -11% | -$357K | 0.02% | 548 |
|
|
2022
Q1 | $3.77M | Buy |
57,709
+6,407
| +12% | +$438K | 0.02% | 433 |
|
|
2021
Q4 | $3.5M | Buy |
51,302
+1,745
| +4% | +$123K | 0.02% | 440 |
|
|
2021
Q3 | $3.41M | Buy |
49,557
+9,295
| +23% | +$607K | 0.03% | 403 |
|
|
2021
Q2 | $2.53M | Buy |
40,262
+236
| +0.6% | +$15.6K | 0.02% | 435 |
|
|
2021
Q1 | $2.49M | Buy |
40,026
+1,063
| +3% | +$58.7K | 0.03% | 414 |
|
|
2020
Q4 | $1.96M | Buy |
38,963
+3,672
| +10% | +$156K | 0.03% | 411 |
|
|
2020
Q3 | $1.13M | Sell |
35,291
-17,376
| -33% | -$620K | 0.02% | 479 |
|
|
2020
Q2 | $1.83M | Buy |
52,667
+10,457
| +25% | +$368K | 0.03% | 365 |
|
|
2020
Q1 | $1.01M | Sell |
42,210
-12,984
| -24% | -$616K | 0.02% | 411 |
|
|
2019
Q4 | $3.3M | Buy |
55,194
+51,032
| +1,226% | +$3M | 0.05% | 296 |
|
|
2019
Q3 | $251K | Buy |
4,162
+31
| +0.8% | +$1.85K | 0.01% | 530 |
|
|
2019
Q2 | $266K | Hold |
4,131
| – | – | 0.01% | 507 |
|
|
2019
Q1 | $242K | Sell |
4,131
-13
| -0.3% | -$770 | 0.01% | 482 |
|
|
2018
Q4 | $213K | Buy |
4,144
+58
| +1% | +$3.53K | 0.01% | 422 |
|
|
2018
Q3 | $276K | Buy |
4,086
+1,637
| +67% | +$108K | 0.01% | 383 |
|
|
2018
Q2 | $152K | Buy |
2,449
+435
| +22% | +$29.8K | 0.01% | 419 |
|
|
2018
Q1 | $143K | Sell |
2,014
-14,842
| -88% | -$1.16M | 0.01% | 369 |
|
|
2017
Q4 | $1.3M | Buy |
16,856
+4,819
| +40% | +$365K | 0.08% | 145 |
|
|
2017
Q3 | $895K | Sell |
12,037
-1,769
| -13% | -$125K | 0.07% | 118 |
|
|
2017
Q2 | $933K | Buy |
+13,806
| New | +$913K | 0.12% | 59 |
|
Other funds holding LNC
BCP
CAPTRUST Financial Advisors's LNC Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Lincoln National (LNC) stake by 8.8% in Q2 2026, buying an estimated $320K and bringing the position to 110,065 shares worth $3.89M. The position accounts for 0.01% of the portfolio, ranked #938.
CAPTRUST Financial Advisors first reported a position in LNC in Q2 2017 and has held it in 37 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- CAPTRUST Financial Advisors held 110,065 shares of Lincoln National worth $3.89M as of Q2 2026.
- CAPTRUST Financial Advisors bought 8,910 Lincoln National shares in Q2 2026, an estimated $320K.
- Lincoln National made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #938 holding.
- CAPTRUST Financial Advisors first reported a position in Lincoln National in Q2 2017 and has held it in 37 quarters since.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.