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EP Wealth Advisors’s Lincoln National LNC Stock Holding History

EP Wealth Advisors’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 		$444K Buy
12,562
+2,164
+21% +$77.8K ﹤0.01% 1078
2026
Q1 		$369K Sell
10,398
-555
-5% -$21.3K ﹤0.01% 1052
2025
Q4 		$488K Buy
+10,953
New +$456K ﹤0.01% 892
2025
Q2 		$425K Buy
12,289
+196
+2% +$6.41K ﹤0.01% 848
2025
Q1 		$434K Buy
12,093
+1,554
+15% +$55.1K ﹤0.01% 757
2024
Q4 		$334K Buy
10,539
+1,507
+17% +$50.2K ﹤0.01% 829
2024
Q3 		$285K Buy
+9,032
New +$282K ﹤0.01% 881

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EP Wealth Advisors's LNC Position: Q2 2026 in Review

EP Wealth Advisors increased its Lincoln National (LNC) stake by 21% in Q2 2026, buying an estimated $77.8K and bringing the position to 12,562 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

EP Wealth Advisors first reported a position in LNC in Q3 2024 and has held it in 7 quarters since. The position peaked at $488K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • EP Wealth Advisors held 12,562 shares of Lincoln National worth $444K as of Q2 2026.
  • EP Wealth Advisors bought 2,164 Lincoln National shares in Q2 2026, an estimated $77.8K.
  • Lincoln National made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1078 holding.
  • EP Wealth Advisors first reported a position in Lincoln National in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Lincoln National position peaked at $488K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.