New England Capital Financial Advisors’s Lincoln National LNC Stock Holding History

New England Capital Financial 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	$1.75K	Buy	50 +1	+2%	+$36	﹤0.01%	366
2026 Q1	$1.74K	Buy	49 +1	+2%	+$38	﹤0.01%	361
2025 Q4	$2.16K	Hold	48	–	–	﹤0.01%	346
2025 Q3	$1.93K	Buy	48 +1	+2%	+$39	﹤0.01%	349
2025 Q2	$1.64K	Hold	47	–	–	﹤0.01%	346
2025 Q1	$1.68K	Buy	47 +1	+2%	+$35	﹤0.01%	319
2024 Q4	$1.46K	Buy	46 +1	+2%	+$33	﹤0.01%	337
2024 Q3	$1.43K	Hold	45	–	–	﹤0.01%	333
2024 Q2	$1.4K	Buy	45 +1	+2%	+$30	﹤0.01%	329
2024 Q1	$1.41K	Hold	44	–	–	﹤0.01%	328
2023 Q4	$1.17K	Buy	44 +1	+2%	+$24	﹤0.01%	338
2023 Q3	$1.05K	Buy	43 +1	+2%	+$26	﹤0.01%	339
2023 Q2	$1.08K	Buy	42 +1	+2%	+$22	﹤0.01%	335
2023 Q1	$923	Hold	41	–	–	﹤0.01%	378
2022 Q4	$1.29K	Buy	+41	New	+$1.63K	﹤0.01%	367

Other funds holding LNC

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

New England Capital Financial Advisors's LNC Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Lincoln National (LNC) stake by 2% in Q2 2026, buying an estimated $36 and bringing the position to 50 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

New England Capital Financial Advisors first reported a position in LNC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.16K in Q4 2025. 421 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

New England Capital Financial Advisors held 50 shares of Lincoln National worth $1.75K as of Q2 2026.
New England Capital Financial Advisors bought 1 Lincoln National share in Q2 2026, an estimated $36.
Lincoln National made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #366 holding.
New England Capital Financial Advisors first reported a position in Lincoln National in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Lincoln National position peaked at $2.16K in Q4 2025.
421 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.