Essential Partners’s Lincoln National LNC Stock Holding History

Essential 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	$44K	Buy	1,094 +6	+0.6%	+$256	0.02%	655
2026 Q2	$38.5K	Buy	1,088 +1,077	+9,791%	+$38.7K	0.02%	679
2026 Q1	$391	Sell	11 -6	-35%	-$231	﹤0.01%	2503
2025 Q4	$757	Hold	17	–	–	﹤0.01%	2117
2025 Q3	$686	Hold	17	–	–	﹤0.01%	2130
2025 Q2	$588	Buy	+17	New	+$556	﹤0.01%	1655

Other funds holding LNC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's LNC Position: Q3 2026 in Review

Essential Partners increased its Lincoln National (LNC) stake by 0.55% in Q3 2026, buying an estimated $256 and bringing the position to 1,094 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #655.

Essential Partners first reported a position in LNC in Q2 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Essential Partners held 1,094 shares of Lincoln National worth $44K as of Q3 2026.
Essential Partners bought 6 Lincoln National shares in Q3 2026, an estimated $256.
Lincoln National made up 0.02% of Essential Partners's portfolio in Q3 2026, its #655 holding.
Essential Partners first reported a position in Lincoln National in Q2 2025 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.