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Elevation Wealth Partners’s Lincoln National LNC Stock Holding History

Elevation Wealth Partners’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 		$10.3K Buy
292
+195
+201% +$7.01K ﹤0.01% 800
2026
Q1 		$3.44K Buy
+97
New +$3.73K ﹤0.01% 804

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Elevation Wealth Partners's LNC Position: Q2 2026 in Review

Elevation Wealth Partners increased its Lincoln National (LNC) stake by 201% in Q2 2026, buying an estimated $7.01K and bringing the position to 292 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Elevation Wealth Partners first reported a position in LNC in Q1 2026 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Elevation Wealth Partners held 292 shares of Lincoln National worth $10.3K as of Q2 2026.
  • Elevation Wealth Partners bought 195 Lincoln National shares in Q2 2026, an estimated $7.01K.
  • Lincoln National made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #800 holding.
  • Elevation Wealth Partners first reported a position in Lincoln National in Q1 2026 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.