CA
LNC icon

CoreCap Advisors’s Lincoln National LNC Stock Holding History

CoreCap Advisors’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
Q3 		$36.2K Sell
900
-953
-51% -$40.6K ﹤0.01% 1541
2026
Q2 		$65.5K Buy
1,853
+1,674
+935% +$60.2K ﹤0.01% 1283
2026
Q1 		$6.36K Buy
+179
New +$6.88K ﹤0.01% 2118
2025
Q4 		– Sell
-1,100
Closed -$44.4K – 3006
2025
Q3 		$44.4K Buy
1,100
+867
+372% +$33.5K ﹤0.01% 1371
2025
Q2 		$8.06K Buy
233
+199
+585% +$6.51K ﹤0.01% 1956
2025
Q1 		$1.22K Buy
34
+6
+21% +$213 ﹤0.01% 2481
2024
Q4 		$888 Buy
28
+14
+100% +$467 ﹤0.01% 2396
2024
Q3 		$441 Buy
+14
New +$436 ﹤0.01% 2380
2022
Q4 		$20.3K Buy
+660
New +$26.2K ﹤0.01% 1296
2022
Q1 		– Sell
-350
Closed -$24K – 1401
2021
Q4 		$24K Buy
+350
New +$24.7K ﹤0.01% 1266

Other funds holding LNC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

CoreCap Advisors's LNC Position: Q3 2026 in Review

CoreCap Advisors reduced its Lincoln National (LNC) stake by 51% in Q3 2026, selling an estimated $40.6K and leaving 900 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

CoreCap Advisors first reported a position in LNC in Q4 2021 and has held it in 10 quarters since. The position peaked at $65.5K in Q2 2026. 28 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • CoreCap Advisors held 900 shares of Lincoln National worth $36.2K as of Q3 2026.
  • CoreCap Advisors sold 953 Lincoln National shares in Q3 2026, an estimated $40.6K.
  • Lincoln National made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1541 holding.
  • CoreCap Advisors first reported a position in Lincoln National in Q4 2021 and has held it in 10 quarters since.
  • CoreCap Advisors's Lincoln National position peaked at $65.5K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.