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
2023
Q4
Sell
-10,000
Closed -$247 2741
2023
Q3
$247 Buy
+10,000
New +$262K ﹤0.01% 2587

Other funds holding LNC

CAPTRUST Financial Advisors's LNC Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Lincoln National (LNC) stake by 62% in Q1 2026, buying an estimated $1.48M and bringing the position to 101,155 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #914.

CAPTRUST Financial Advisors first reported a position in LNC in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.77M in Q1 2022. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • CAPTRUST Financial Advisors held 101,155 shares of Lincoln National worth $3.59M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 38,593 Lincoln National shares in Q1 2026, an estimated $1.48M.
  • Lincoln National made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #914 holding.
  • CAPTRUST Financial Advisors first reported a position in Lincoln National in Q2 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's Lincoln National position peaked at $3.77M in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.