Operose Advisors’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$177K Hold
5,000
0.03% 184
2026
Q1
$178K Hold
5,000
0.04% 163
2025
Q4
$223K Hold
5,000
0.05% 140
2025
Q3
$202K Hold
5,000
0.05% 145
2025
Q2
$173K Buy
+5,000
New +$164K 0.05% 146

Other funds holding LNC

Operose Advisors's LNC Position: Q2 2026 in Review

Operose Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 5,000 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #184.

Operose Advisors first reported a position in LNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $223K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Operose Advisors held 5,000 shares of Lincoln National worth $177K as of Q2 2026.
  • Operose Advisors left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up 0.03% of Operose Advisors's portfolio in Q2 2026, its #184 holding.
  • Operose Advisors first reported a position in Lincoln National in Q2 2025 and has held it in 5 quarters since.
  • Operose Advisors's Lincoln National position peaked at $223K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.