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Lantz Financial’s Lincoln National LNC Stock Holding History

Lantz Financial’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 		$425K Sell
12,022
-3
-0% -$108 0.08% 190
2026
Q1 		$427K Sell
12,025
-131
-1% -$5.03K 0.09% 178
2025
Q4 		$541K Buy
12,156
+465
+4% +$19.4K 0.11% 154
2025
Q3 		$472K Buy
+11,691
New +$452K 0.1% 161

Other funds holding LNC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Lantz Financial's LNC Position: Q2 2026 in Review

Lantz Financial reduced its Lincoln National (LNC) stake by 0.02% in Q2 2026, selling an estimated $108 and leaving 12,022 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #190.

Lantz Financial first reported a position in LNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $541K in Q4 2025. 94 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Lantz Financial held 12,022 shares of Lincoln National worth $425K as of Q2 2026.
  • Lantz Financial sold 3 Lincoln National shares in Q2 2026, an estimated $108.
  • Lincoln National made up 0.08% of Lantz Financial's portfolio in Q2 2026, its #190 holding.
  • Lantz Financial first reported a position in Lincoln National in Q3 2025 and has held it in 4 quarters since.
  • Lantz Financial's Lincoln National position peaked at $541K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.