CV Advisors
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CV Advisors’s Lincoln National LNC Stock Holding History

CV 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 		$1.45M Hold
36,000
– – 0.24% 41
2026
Q2 		$1.27M Buy
+36,000
New +$1.29M 0.23% 52

Other funds holding LNC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

CV Advisors's LNC Position: Q3 2026 in Review

CV Advisors held its Lincoln National (LNC) position steady in Q3 2026 at 36,000 shares worth $1.45M. The position accounts for 0.24% of the portfolio, ranked #41.

CV Advisors first reported a position in LNC in Q2 2026 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • CV Advisors held 36,000 shares of Lincoln National worth $1.45M as of Q3 2026.
  • CV Advisors left its Lincoln National share count unchanged in Q3 2026.
  • Lincoln National made up 0.24% of CV Advisors's portfolio in Q3 2026, its #41 holding.
  • CV Advisors first reported a position in Lincoln National in Q2 2026 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

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