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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
Q2 		$1.27M Buy
+36,000
New +$1.29M 0.23% 52

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CV Advisors's LNC Position: Q2 2026 in Review

CV Advisors opened a new position in Lincoln National (LNC) in Q2 2026: 36,000 shares worth $1.27M. The stake represents 0.23% of the portfolio and ranks #52 among its holdings.

618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • CV Advisors held 36,000 shares of Lincoln National worth $1.27M as of Q2 2026.
  • Lincoln National was a new CV Advisors position in Q2 2026.
  • Lincoln National made up 0.23% of CV Advisors's portfolio in Q2 2026, its #52 holding.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.