Focus Partners Wealth
LNC icon

Focus Partners Wealth’s Lincoln National LNC Stock Holding History

Focus Partners Wealth’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 		$13.7M Buy
387,962
+21,199
+6% +$762K 0.01% 610
2026
Q1 		$13M Buy
366,763
+25,033
+7% +$962K 0.01% 635
2025
Q4 		$15.2M Buy
341,730
+30,132
+10% +$1.25M 0.02% 560
2025
Q3 		$12.6M Buy
311,598
+293,284
+1,601% +$11.3M 0.02% 501
2025
Q2 		$634K Sell
18,314
-1,216
-6% -$39.8K ﹤0.01% 1319
2025
Q1 		$701K Buy
19,530
+5,486
+39% +$195K ﹤0.01% 1198
2024
Q4 		$445K Buy
+14,044
New +$468K ﹤0.01% 1383

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

Focus Partners Wealth's LNC Position: Q2 2026 in Review

Focus Partners Wealth increased its Lincoln National (LNC) stake by 5.8% in Q2 2026, buying an estimated $762K and bringing the position to 387,962 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #610.

Focus Partners Wealth first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2M in Q4 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Focus Partners Wealth held 387,962 shares of Lincoln National worth $13.7M as of Q2 2026.
  • Focus Partners Wealth bought 21,199 Lincoln National shares in Q2 2026, an estimated $762K.
  • Lincoln National made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #610 holding.
  • Focus Partners Wealth first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Lincoln National position peaked at $15.2M in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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