Holistic Financial Partners’s Lincoln National LNC Stock Holding History

Holistic Financial Partners’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	$340K	Hold	9,630	–	–	0.21%	68
2026 Q1	$342K	Hold	9,630	–	–	0.13%	77
2025 Q4	$429K	Hold	9,630	–	–	0.16%	68
2025 Q3	$388K	Hold	9,630	–	–	0.16%	73
2025 Q2	$333K	Hold	9,630	–	–	0.15%	82
2025 Q1	$346K	Hold	9,630	–	–	0.17%	75
2024 Q4	$305K	Hold	9,630	–	–	0.15%	84
2024 Q3	$303K	Hold	9,630	–	–	0.15%	82
2024 Q2	$299K	Hold	9,630	–	–	0.15%	80
2024 Q1	$307K	Hold	9,630	–	–	0.16%	79
2023 Q4	$260K	Hold	9,630	–	–	0.16%	84
2023 Q3	$238K	Hold	9,630	–	–	0.16%	86
2023 Q2	$248K	Sell	9,630 -305	-3%	-$6.7K	0.17%	82
2023 Q1	$223K	Buy	9,935 +305	+3%	+$9.07K	0.17%	89
2022 Q4	$296K	Hold	9,630	–	–	0.26%	65
2022 Q3	$423K	Hold	9,630	–	–	0.42%	38
2022 Q2	$450K	Hold	9,630	–	–	0.42%	39
2022 Q1	$629K	Hold	9,630	–	–	0.4%	33
2021 Q4	$657K	Hold	9,630	–	–	0.38%	34
2021 Q3	$662K	Hold	9,630	–	–	0.41%	34
2021 Q2	$605K	Hold	9,630	–	–	0.36%	40
2021 Q1	$600K	Hold	9,630	–	–	0.4%	37
2020 Q4	$484K	Hold	9,630	–	–	0.33%	43
2020 Q3	$302K	Hold	9,630	–	–	0.24%	57
2020 Q2	$354K	Hold	9,630	–	–	0.31%	37
2020 Q1	$253K	Hold	9,630	–	–	0.26%	49
2019 Q4	$568K	Hold	9,630	–	–	0.34%	40
2019 Q3	$581K	Hold	9,630	–	–	0.52%	25
2019 Q2	$621K	Hold	9,630	–	–	0.62%	21
2019 Q1	$565K	Hold	9,630	–	–	0.24%	49
2018 Q4	$494K	Sell	9,630 -130	-1%	-$7.9K	0.51%	27
2018 Q3	$660K	Buy	+9,760	New	+$644K	0.62%	23
2018 Q2	–	Sell	-9,760	Closed	-$713K	–	222
2018 Q1	$713K	Hold	9,760	–	–	0.59%	21
2017 Q4	$750K	Buy	+9,760	New	+$738K	0.62%	23

Other funds holding LNC

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Holistic Financial Partners's LNC Position: Q2 2026 in Review

Holistic Financial Partners held its Lincoln National (LNC) position steady in Q2 2026 at 9,630 shares worth $340K. The position accounts for 0.21% of the portfolio, ranked #68.

Holistic Financial Partners first reported a position in LNC in Q4 2017 and has held it in 34 quarters since. The position peaked at $750K in Q4 2017. 153 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Holistic Financial Partners held 9,630 shares of Lincoln National worth $340K as of Q2 2026.
Holistic Financial Partners left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 0.21% of Holistic Financial Partners's portfolio in Q2 2026, its #68 holding.
Holistic Financial Partners first reported a position in Lincoln National in Q4 2017 and has held it in 34 quarters since.
Holistic Financial Partners's Lincoln National position peaked at $750K in Q4 2017.
153 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.