Mirabella Financial Services’s Lincoln National LNC Stock Holding History

Mirabella Financial 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	$601K	Sell	16,993 -13,761	-45%	-$495K	0.06%	202
2026 Q1	$1.09M	Buy	30,754 +23,668	+334%	+$909K	0.1%	139
2025 Q4	$316K	Buy	+7,086	New	+$295K	0.03%	435
2024 Q2	–	Sell	-27,690	Closed	-$884K	–	583
2024 Q1	$884K	Buy	+27,690	New	+$765K	0.06%	201
2021 Q2	–	Sell	-4,919	Closed	-$306K	–	364
2021 Q1	$306K	Buy	+4,919	New	+$272K	0.09%	166
2020 Q3	–	Sell	-30,721	Closed	-$2.23M	–	402
2020 Q2	$2.23M	Buy	+30,721	New	+$1.08M	0.54%	40
2020 Q1	–	Sell	-28,466	Closed	-$1.68M	–	121
2019 Q4	$1.68M	Buy	+28,466	New	+$1.68M	0.3%	79

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

Mirabella Financial Services's LNC Position: Q2 2026 in Review

Mirabella Financial Services reduced its Lincoln National (LNC) stake by 45% in Q2 2026, selling an estimated $495K and leaving 16,993 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #202.

Mirabella Financial Services first reported a position in LNC in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.23M in Q2 2020. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Mirabella Financial Services held 16,993 shares of Lincoln National worth $601K as of Q2 2026.
Mirabella Financial Services sold 13,761 Lincoln National shares in Q2 2026, an estimated $495K.
Lincoln National made up 0.06% of Mirabella Financial Services's portfolio in Q2 2026, its #202 holding.
Mirabella Financial Services first reported a position in Lincoln National in Q4 2019 and has held it in 7 quarters since.
Mirabella Financial Services's Lincoln National position peaked at $2.23M in Q2 2020.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.