FFO
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Fortitude Family Office’s Lincoln National LNC Stock Holding History

Fortitude Family Office’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 		$16.3K Buy
404
+224
+124% +$9.55K ﹤0.01% 954
2026
Q2 		$6.36K Buy
180
+52
+41% +$1.87K ﹤0.01% 970
2026
Q1 		$4.54K Buy
128
+24
+23% +$922 ﹤0.01% 951
2025
Q4 		$4.63K Buy
104
+18
+21% +$750 ﹤0.01% 840
2025
Q3 		$3.47K Sell
86
-47
-35% -$1.82K ﹤0.01% 964
2025
Q2 		$4.6K Buy
133
+91
+217% +$2.98K ﹤0.01% 814
2025
Q1 		$1.51K Hold
42
– – ﹤0.01% 966
2024
Q4 		$1.33K Hold
42
– – ﹤0.01% 1092
2024
Q3 		$1.32K Hold
42
– – ﹤0.01% 1065
2024
Q2 		$1.31K Hold
42
– – ﹤0.01% 852
2024
Q1 		$1.34K Hold
42
– – ﹤0.01% 882
2023
Q4 		$1.13K Buy
+42
New +$1.01K ﹤0.01% 934

Other funds holding LNC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Fortitude Family Office's LNC Position: Q3 2026 in Review

Fortitude Family Office increased its Lincoln National (LNC) stake by 124% in Q3 2026, buying an estimated $9.55K and bringing the position to 404 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Fortitude Family Office first reported a position in LNC in Q4 2023 and has held it in 12 quarters since. 57 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • Fortitude Family Office held 404 shares of Lincoln National worth $16.3K as of Q3 2026.
  • Fortitude Family Office bought 224 Lincoln National shares in Q3 2026, an estimated $9.55K.
  • Lincoln National made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #954 holding.
  • Fortitude Family Office first reported a position in Lincoln National in Q4 2023 and has held it in 12 quarters since.
  • 57 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.