Kestra Private Wealth Services’s Lincoln National LNC Stock Holding History

Kestra Private Wealth Services’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	$338K	Buy	9,550 +106	+1%	+$3.81K	﹤0.01%	1451
2026 Q1	$335K	Buy	9,444 +191	+2%	+$7.34K	﹤0.01%	1404
2025 Q4	$412K	Buy	9,253 +62	+0.7%	+$2.58K	0.01%	1272
2025 Q3	$371K	Buy	9,191 +146	+2%	+$5.65K	﹤0.01%	1247
2025 Q2	$313K	Buy	9,045 +794	+10%	+$26K	﹤0.01%	1259
2025 Q1	$296K	Buy	8,251 +741	+10%	+$26.3K	﹤0.01%	1208
2024 Q4	$238K	Buy	+7,510	New	+$250K	﹤0.01%	1234
2024 Q3	–	Sell	-7,885	Closed	-$245K	–	1419
2024 Q2	$245K	Sell	7,885 -3,367	-30%	-$102K	﹤0.01%	1131
2024 Q1	$359K	Sell	11,252 -869	-7%	-$24K	0.01%	939
2023 Q4	$327K	Sell	12,121 -3,338	-22%	-$80.3K	0.01%	907
2023 Q3	$382K	Buy	15,459 +2,206	+17%	+$57.7K	0.01%	762
2023 Q2	$341K	Buy	+13,253	New	+$291K	0.01%	774
2022 Q1	–	Sell	-9,348	Closed	-$638K	–	1033
2021 Q4	$638K	Sell	9,348 -822	-8%	-$58K	0.03%	515
2021 Q3	$699K	Buy	+10,170	New	+$664K	0.04%	457

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Private Wealth Services's LNC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Lincoln National (LNC) stake by 1.1% in Q2 2026, buying an estimated $3.81K and bringing the position to 9,550 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Kestra Private Wealth Services first reported a position in LNC in Q3 2021 and has held it in 14 quarters since. The position peaked at $699K in Q3 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Kestra Private Wealth Services held 9,550 shares of Lincoln National worth $338K as of Q2 2026.
Kestra Private Wealth Services bought 106 Lincoln National shares in Q2 2026, an estimated $3.81K.
Lincoln National made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1451 holding.
Kestra Private Wealth Services first reported a position in Lincoln National in Q3 2021 and has held it in 14 quarters since.
Kestra Private Wealth Services's Lincoln National position peaked at $699K in Q3 2021.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.