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Integrated Wealth Concepts’s Lincoln National LNC Stock Holding History

Integrated Wealth Concepts’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 		$446K Buy
12,626
+5,921
+88% +$213K ﹤0.01% 1842
2026
Q1 		$238K Buy
+6,705
New +$258K ﹤0.01% 1991
2022
Q1 		– Sell
-3,139
Closed -$214K – 1007
2021
Q4 		$214K Buy
+3,139
New +$221K 0.01% 907

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

Integrated Wealth Concepts's LNC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Lincoln National (LNC) stake by 88% in Q2 2026, buying an estimated $213K and bringing the position to 12,626 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Integrated Wealth Concepts first reported a position in LNC in Q4 2021 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Integrated Wealth Concepts held 12,626 shares of Lincoln National worth $446K as of Q2 2026.
  • Integrated Wealth Concepts bought 5,921 Lincoln National shares in Q2 2026, an estimated $213K.
  • Lincoln National made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1842 holding.
  • Integrated Wealth Concepts first reported a position in Lincoln National in Q4 2021 and has held it in 3 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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