Concurrent Investment Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Other funds holding LNC
BCP
Concurrent Investment Advisors's LNC Position: Q2 2026 in Review
Concurrent Investment Advisors increased its Lincoln National (LNC) stake by 14% in Q2 2026, buying an estimated $128K and bringing the position to 28,830 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #998.
Concurrent Investment Advisors first reported a position in LNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- Concurrent Investment Advisors held 28,830 shares of Lincoln National worth $1.02M as of Q2 2026.
- Concurrent Investment Advisors bought 3,573 Lincoln National shares in Q2 2026, an estimated $128K.
- Lincoln National made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #998 holding.
- Concurrent Investment Advisors first reported a position in Lincoln National in Q1 2024 and has held it in 10 quarters since.
- Concurrent Investment Advisors's Lincoln National position peaked at $1.21M in Q4 2025.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.