LPL Financial’s Lincoln National LNC Stock Holding History

LPL 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	$1.01M	Buy	28,500 +7,400	+35%	+$266K	﹤0.01%	4411
2026 Q1	$749K	Sell	21,100 -109,000	-84%	-$4.19M	﹤0.01%	4416
2025 Q4	$5.79M	Sell	130,100 -20,700	-14%	-$862K	﹤0.01%	2408
2025 Q3	$6.08M	Buy	150,800 +96,400	+177%	+$3.73M	﹤0.01%	2296
2025 Q2	$1.88M	Sell	54,400 -106,700	-66%	-$3.49M	﹤0.01%	3180
2025 Q1	$5.79M	Buy	+161,100	New	+$5.72M	﹤0.01%	2030
2024 Q4	–	Sell	-89,600	Closed	-$2.82M	–	5380
2024 Q3	$2.82M	Buy	89,600 +80,300	+863%	+$2.5M	﹤0.01%	2420
2024 Q2	$289K	Buy	+9,300	New	+$281K	﹤0.01%	4293
2023 Q4	–	Sell	-8,600	Closed	-$212K	–	4853
2023 Q3	$212K	Sell	8,600 -83,800	-91%	-$2.19M	﹤0.01%	4187
2023 Q2	$2.38M	Buy	+92,400	New	+$2.03M	﹤0.01%	2095

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

LPL Financial's LNC Position: Q2 2026 in Review

LPL Financial reduced its Lincoln National (LNC) stake by 19% in Q2 2026, selling an estimated $4.56M and leaving 535,275 shares worth $18.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

LPL Financial first reported a position in LNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.5M in Q4 2024. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

LPL Financial held 535,275 shares of Lincoln National worth $18.9M as of Q2 2026.
LPL Financial sold 126,699 Lincoln National shares in Q2 2026, an estimated $4.56M.
Lincoln National made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1612 holding.
LPL Financial first reported a position in Lincoln National in Q2 2013 and has held it in 52 quarters since.
LPL Financial's Lincoln National position peaked at $23.5M in Q4 2024.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.