EWA
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EverSource Wealth Advisors’s Lincoln National LNC Stock Holding History

EverSource 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 		$68.2K Buy
1,929
+132
+7% +$4.75K ﹤0.01% 1589
2026
Q1 		$63.8K Buy
1,797
+61
+4% +$2.34K ﹤0.01% 1725
2025
Q4 		$77.3K Buy
1,736
+309
+22% +$12.9K ﹤0.01% 1455
2025
Q3 		$57.6K Sell
1,427
-99
-6% -$3.83K ﹤0.01% 1603
2025
Q2 		$52.8K Buy
1,526
+555
+57% +$18.2K ﹤0.01% 1581
2025
Q1 		$34.9K Sell
971
-206
-18% -$7.31K ﹤0.01% 1415
2024
Q4 		$37.3K Sell
1,177
-228
-16% -$7.6K ﹤0.01% 1321
2024
Q3 		$44.3K Sell
1,405
-32
-2% -$998 ﹤0.01% 1122
2024
Q2 		$47.9K Buy
1,437
+20
+1% +$605 ﹤0.01% 1108
2024
Q1 		$38.6K Buy
1,417
+24
+2% +$663 ﹤0.01% 1082
2023
Q4 		$37.6K Sell
1,393
-393
-22% -$9.45K ﹤0.01% 1009
2023
Q3 		$44.1K Buy
1,786
+571
+47% +$14.9K ﹤0.01% 862
2023
Q2 		$31.3K Buy
1,215
+370
+44% +$8.12K ﹤0.01% 1003
2023
Q1 		$19K Sell
845
-50
-6% -$1.49K ﹤0.01% 1101
2022
Q4 		$27.5K Buy
895
+304
+51% +$12.1K ﹤0.01% 969
2022
Q3 		$26K Buy
591
+297
+101% +$14.3K 0.01% 816
2022
Q2 		$14K Sell
294
-24
-8% -$1.37K ﹤0.01% 933
2022
Q1 		$21K Buy
318
+28
+10% +$1.91K 0.01% 682
2021
Q4 		$20K Buy
+290
New +$20.5K 0.01% 684

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

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

EverSource Wealth Advisors increased its Lincoln National (LNC) stake by 7.3% in Q2 2026, buying an estimated $4.75K and bringing the position to 1,929 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

EverSource Wealth Advisors first reported a position in LNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $77.3K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • EverSource Wealth Advisors held 1,929 shares of Lincoln National worth $68.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 132 Lincoln National shares in Q2 2026, an estimated $4.75K.
  • Lincoln National made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1589 holding.
  • EverSource Wealth Advisors first reported a position in Lincoln National in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lincoln National position peaked at $77.3K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.