CVA Family Office’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$59.2K Buy
1,676
+45
+3% +$1.62K 0.01% 570
2026
Q1
$57.9K Buy
1,631
+256
+19% +$9.84K 0.01% 567
2025
Q4
$61.2K Hold
1,375
0.01% 516
2025
Q3
$55.5K Hold
1,375
0.01% 536
2025
Q2
$47.6K Sell
1,375
-14
-1% -$458 0.01% 556
2025
Q1
$49.9K Buy
1,389
+14
+1% +$497 0.01% 518
2024
Q4
$43.6K Hold
1,375
0.01% 545
2024
Q3
$43.3K Hold
1,375
0.01% 533
2024
Q2
$42.8K Hold
1,375
0.01% 525
2024
Q1
$43.9K Hold
1,375
0.01% 514
2023
Q4
$37.1K Buy
+1,375
New +$33.1K 0.01% 523
2023
Q3
Sell
-2,155
Closed -$55.5K 639
2023
Q2
$55.5K Buy
2,155
+1,375
+176% +$30.2K 0.01% 428
2023
Q1
$17.5K Buy
+780
New +$23.2K ﹤0.01% 613
2022
Q4
Sell
-135
Closed -$6K 983
2022
Q3
$6K Sell
135
-15
-10% -$722 ﹤0.01% 698
2022
Q2
$7K Sell
150
-490
-77% -$27.9K ﹤0.01% 702
2022
Q1
$42K Buy
640
+30
+5% +$2.05K 0.01% 430
2021
Q4
$42K Buy
+610
New +$43K 0.01% 385
2021
Q3
Sell
-570
Closed -$36K 642
2021
Q2
$36K Buy
570
+435
+322% +$28.7K 0.01% 409
2021
Q1
$8K Buy
+135
New +$7.46K ﹤0.01% 553

Other funds holding LNC

CVA Family Office's LNC Position: Q2 2026 in Review

CVA Family Office increased its Lincoln National (LNC) stake by 2.8% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,676 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #570.

CVA Family Office first reported a position in LNC in Q1 2021 and has held it in 19 quarters since. The position peaked at $61.2K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • CVA Family Office held 1,676 shares of Lincoln National worth $59.2K as of Q2 2026.
  • CVA Family Office bought 45 Lincoln National shares in Q2 2026, an estimated $1.62K.
  • Lincoln National made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #570 holding.
  • CVA Family Office first reported a position in Lincoln National in Q1 2021 and has held it in 19 quarters since.
  • CVA Family Office's Lincoln National position peaked at $61.2K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.