BFC Planning, Inc.’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$619K Buy
17,502
+6,563
+60% +$236K 0.03% 536
2026
Q1
$388K Buy
10,939
+5,379
+97% +$207K 0.02% 649
2025
Q4
$248K Buy
5,560
+5,465
+5,753% +$228K 0.01% 786
2025
Q3
$3.83K Buy
+95
New +$3.67K ﹤0.01% 2281

Other funds holding LNC

BFC Planning, Inc.'s LNC Position: Q2 2026 in Review

BFC Planning, Inc. increased its Lincoln National (LNC) stake by 60% in Q2 2026, buying an estimated $236K and bringing the position to 17,502 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #536.

BFC Planning, Inc. first reported a position in LNC in Q3 2025 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • BFC Planning, Inc. held 17,502 shares of Lincoln National worth $619K as of Q2 2026.
  • BFC Planning, Inc. bought 6,563 Lincoln National shares in Q2 2026, an estimated $236K.
  • Lincoln National made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #536 holding.
  • BFC Planning, Inc. first reported a position in Lincoln National in Q3 2025 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.