EWP
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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
Q3 		$14.5K Buy
361
+69
+24% +$2.94K ﹤0.01% 767
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

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

Elevation Wealth Partners's LNC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Lincoln National (LNC) stake by 24% in Q3 2026, buying an estimated $2.94K and bringing the position to 361 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Elevation Wealth Partners first reported a position in LNC in Q1 2026 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • Elevation Wealth Partners held 361 shares of Lincoln National worth $14.5K as of Q3 2026.
  • Elevation Wealth Partners bought 69 Lincoln National shares in Q3 2026, an estimated $2.94K.
  • Lincoln National made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #767 holding.
  • Elevation Wealth Partners first reported a position in Lincoln National in Q1 2026 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.