JWA
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JFS Wealth Advisors’s Lincoln National LNC Stock Holding History

JFS Wealth 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 		$6.65K Buy
188
+37
+25% +$1.33K ﹤0.01% 1169
2026
Q1 		$5.36K Buy
151
+8
+6% +$307 ﹤0.01% 1171
2025
Q4 		$6.37K Buy
143
+52
+57% +$2.17K ﹤0.01% 1144
2025
Q3 		$3.67K Sell
91
-3
-3% -$116 ﹤0.01% 1237
2025
Q2 		$3.25K Sell
94
-22
-19% -$720 ﹤0.01% 1242
2025
Q1 		$4.17K Buy
116
+15
+15% +$532 ﹤0.01% 1190
2024
Q4 		$3.2K Buy
101
+11
+12% +$367 ﹤0.01% 1293
2024
Q3 		$2.84K Buy
90
+12
+15% +$374 ﹤0.01% 1342
2024
Q2 		$2.43K Sell
78
-2
-3% -$61 ﹤0.01% 1360
2024
Q1 		$2.56K Buy
80
+2
+3% +$55 ﹤0.01% 1353
2023
Q4 		$2.1K Buy
78
+21
+37% +$505 ﹤0.01% 1408
2023
Q3 		$1.41K Sell
57
-8
-12% -$209 ﹤0.01% 1491
2023
Q2 		$1.68K Sell
65
-19
-23% -$417 ﹤0.01% 1448
2023
Q1 		$1.89K Buy
84
+24
+40% +$714 ﹤0.01% 1392
2022
Q4 		$1.84K Sell
60
-53
-47% -$2.1K ﹤0.01% 1401
2022
Q3 		$5K Buy
113
+101
+842% +$4.86K ﹤0.01% 985
2022
Q2 		$1K Sell
12
-79
-87% -$4.5K ﹤0.01% 1573
2022
Q1 		$6K Buy
91
+57
+168% +$3.9K ﹤0.01% 983
2021
Q4 		$2K Buy
+34
New +$2.4K ﹤0.01% 1103
2016
Q4 		– Sell
-240
Closed -$11K – 471
2016
Q3 		$11K Hold
240
– – ﹤0.01% 376
2016
Q2 		$9K Hold
240
– – ﹤0.01% 396
2016
Q1 		$9K Hold
240
– – ﹤0.01% 406
2015
Q4 		$12K Hold
240
– – ﹤0.01% 375
2015
Q3 		$11K Hold
240
– – ﹤0.01% 330
2015
Q2 		$14K Hold
240
– – 0.01% 324
2015
Q1 		$14K Hold
240
– – 0.01% 323
2014
Q4 		$14K Hold
240
– – ﹤0.01% 332
2014
Q3 		$13K Hold
240
– – ﹤0.01% 310
2014
Q2 		$12K Buy
+240
New +$11.9K ﹤0.01% 313

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

JFS Wealth Advisors's LNC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Lincoln National (LNC) stake by 25% in Q2 2026, buying an estimated $1.33K and bringing the position to 188 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

JFS Wealth Advisors first reported a position in LNC in Q2 2014 and has held it in 29 quarters since. The position peaked at $14K in Q2 2015. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • JFS Wealth Advisors held 188 shares of Lincoln National worth $6.65K as of Q2 2026.
  • JFS Wealth Advisors bought 37 Lincoln National shares in Q2 2026, an estimated $1.33K.
  • Lincoln National made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1169 holding.
  • JFS Wealth Advisors first reported a position in Lincoln National in Q2 2014 and has held it in 29 quarters since.
  • JFS Wealth Advisors's Lincoln National position peaked at $14K in Q2 2015.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.