GoalVest Advisory’s Lincoln National LNC Stock Holding History

GoalVest Advisory’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	$2.62K	Buy	+65	New	+$2.77K	﹤0.01%	630
2026 Q1	–	Sell	-243	Closed	-$10.8K	–	508
2025 Q4	$10.8K	Buy	+243	New	+$10.1K	﹤0.01%	412
2022 Q2	–	Sell	-6	Closed	–	–	443
2022 Q1	$0	Buy	+6	New	+$410	﹤0.01%	452

Other funds holding LNC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

GoalVest Advisory's LNC Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Lincoln National (LNC) in Q3 2026: 65 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in LNC as recently as Q4 2025.

GoalVest Advisory first reported a position in LNC in Q1 2022 and has held it in 3 quarters since. The position peaked at $10.8K in Q4 2025. 56 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

GoalVest Advisory held 65 shares of Lincoln National worth $2.62K as of Q3 2026.
Lincoln National was a new GoalVest Advisory position in Q3 2026.
Lincoln National made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #630 holding.
GoalVest Advisory first reported a position in Lincoln National in Q1 2022 and has held it in 3 quarters since.
GoalVest Advisory's Lincoln National position peaked at $10.8K in Q4 2025.
56 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.