CI
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CX Institutional’s Lincoln National LNC Stock Holding History

CX Institutional’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 		$70K Buy
1,739
+17
+1% +$725 ﹤0.01% 950
2026
Q2 		$61K Buy
1,722
+20
+1% +$719 ﹤0.01% 948
2026
Q1 		$60K Sell
1,702
-1
-0.1% -$38 ﹤0.01% 944
2025
Q4 		$76K Buy
1,703
+18
+1% +$750 ﹤0.01% 899
2025
Q3 		$68K Hold
1,685
– – ﹤0.01% 889
2025
Q2 		$58K Buy
1,685
+1,314
+354% +$43K ﹤0.01% 836
2025
Q1 		$13K Buy
+371
New +$13.2K ﹤0.01% 990
2022
Q3 		– Sell
-233
Closed -$11K – 852
2022
Q2 		$11K Buy
+233
New +$13.3K ﹤0.01% 934
2021
Q4 		– Sell
-390
Closed -$27K – 674
2021
Q3 		$27K Buy
390
+63
+19% +$4.12K ﹤0.01% 693
2021
Q2 		$21K Buy
327
+52
+19% +$3.43K ﹤0.01% 727
2021
Q1 		$17K Buy
275
+48
+21% +$2.65K ﹤0.01% 698
2020
Q4 		$11K Buy
227
+107
+89% +$4.55K ﹤0.01% 720
2020
Q3 		$4K Buy
120
+10
+9% +$357 ﹤0.01% 771
2020
Q2 		$4K Buy
110
+17
+18% +$598 ﹤0.01% 687
2020
Q1 		$2K Buy
93
+72
+343% +$3.42K ﹤0.01% 677
2019
Q4 		$1K Sell
21
-39
-65% -$2.3K ﹤0.01% 714
2019
Q3 		$4K Buy
60
+4
+7% +$239 ﹤0.01% 626
2019
Q2 		$4K Sell
56
-298
-84% -$19K ﹤0.01% 655
2019
Q1 		$21K Buy
+354
New +$21K ﹤0.01% 396
2018
Q4 		– Sell
-1,600
Closed -$108K – 547
2018
Q3 		$108K Hold
1,600
– – 0.04% 136
2018
Q2 		$100K Buy
+1,600
New +$109K 0.04% 126

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

CX Institutional's LNC Position: Q3 2026 in Review

CX Institutional increased its Lincoln National (LNC) stake by 0.99% in Q3 2026, buying an estimated $725 and bringing the position to 1,739 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

CX Institutional first reported a position in LNC in Q2 2018 and has held it in 21 quarters since. The position peaked at $108K in Q3 2018. 29 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • CX Institutional held 1,739 shares of Lincoln National worth $70K as of Q3 2026.
  • CX Institutional bought 17 Lincoln National shares in Q3 2026, an estimated $725.
  • Lincoln National made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #950 holding.
  • CX Institutional first reported a position in Lincoln National in Q2 2018 and has held it in 21 quarters since.
  • CX Institutional's Lincoln National position peaked at $108K in Q3 2018.
  • 29 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.