Diversify Advisory Services’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
$1.06M Buy
25,831
+3,386
+15% +$122K 0.02% 609
2026
Q1
$830K Sell
22,445
-373
-2% -$14.3K 0.13% 82
2025
Q4
$933K Buy
22,818
+620
+3% +$25.8K 0.03% 415
2025
Q3
$901K Buy
22,198
+2,615
+13% +$101K 0.03% 393
2025
Q2
$777K Buy
+19,583
New +$641K 0.03% 393
2025
Q1
Sell
-6,751
Closed -$203K 664
2024
Q4
$203K Buy
+6,751
New +$225K 0.01% 590

Other funds holding LNC

Diversify Advisory Services's LNC Position: Q2 2026 in Review

Diversify Advisory Services increased its Lincoln National (LNC) stake by 15% in Q2 2026, buying an estimated $122K and bringing the position to 25,831 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #609.

Diversify Advisory Services first reported a position in LNC in Q4 2024 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Diversify Advisory Services held 25,831 shares of Lincoln National worth $1.06M as of Q2 2026.
  • Diversify Advisory Services bought 3,386 Lincoln National shares in Q2 2026, an estimated $122K.
  • Lincoln National made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #609 holding.
  • Diversify Advisory Services first reported a position in Lincoln National in Q4 2024 and has held it in 6 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.