J.W. Cole Advisors’s Lincoln National LNC Stock Holding History

J.W. Cole Advisors’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	$224K	Buy	+6,347	New	+$228K	﹤0.01%	1447
2026 Q1	–	Sell	-9,293	Closed	-$414K	–	1179
2025 Q4	$414K	Buy	9,293 +33	+0.4%	+$1.37K	0.01%	962
2025 Q3	$373K	Buy	9,260 +36	+0.4%	+$1.39K	0.01%	1115
2025 Q2	$319K	Sell	9,224 -64	-0.7%	-$2.09K	0.01%	1116
2025 Q1	$334K	Buy	+9,288	New	+$330K	0.01%	915

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LSERS

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

J.W. Cole Advisors's LNC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Lincoln National (LNC) in Q2 2026: 6,347 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in LNC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in LNC in Q1 2025 and has held it in 5 quarters since. The position peaked at $414K in Q4 2025. 192 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

J.W. Cole Advisors held 6,347 shares of Lincoln National worth $224K as of Q2 2026.
Lincoln National was a new J.W. Cole Advisors position in Q2 2026.
Lincoln National made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1447 holding.
J.W. Cole Advisors first reported a position in Lincoln National in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's Lincoln National position peaked at $414K in Q4 2025.
192 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.