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Flagship Wealth Advisors’s Lincoln National LNC Stock Holding History

Flagship 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
Q1 		$657 Hold
19
– – ﹤0.01% 343
2025
Q4 		$846 Hold
19
– – ﹤0.01% 384
2025
Q3 		$766 Hold
19
– – ﹤0.01% 409
2025
Q2 		$657 Hold
19
– – ﹤0.01% 358
2025
Q1 		$682 Hold
19
– – ﹤0.01% 368
2024
Q4 		$602 Buy
+19
New +$633 ﹤0.01% 362

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flagship Wealth Advisors's LNC Position: Q1 2026 in Review

Flagship Wealth Advisors held its Lincoln National (LNC) position steady in Q1 2026 at 19 shares worth $657. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Flagship Wealth Advisors first reported a position in LNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $846 in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Flagship Wealth Advisors held 19 shares of Lincoln National worth $657 as of Q1 2026.
  • Flagship Wealth Advisors left its Lincoln National share count unchanged in Q1 2026.
  • Lincoln National made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #343 holding.
  • Flagship Wealth Advisors first reported a position in Lincoln National in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Lincoln National position peaked at $846 in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.