Pinnacle Wealth Planning Services
LNC icon

Pinnacle Wealth Planning Services’s Lincoln National LNC Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$335K Buy
8,314
+71
+0.9% +$3.03K 0.03% 322
2026
Q2 		$291K Sell
8,243
-373
-4% -$13.4K 0.03% 390
2026
Q1 		$306K Buy
8,616
+233
+3% +$8.95K 0.03% 330
2025
Q4 		$373K Buy
8,383
+38
+0.5% +$1.58K 0.04% 269
2025
Q3 		$337K Buy
+8,345
New +$323K 0.04% 285
2021
Q1 		– Sell
-1,669
Closed -$84K – 1240
2020
Q4 		$84K Buy
+1,669
New +$71K 0.02% 546

Other funds holding LNC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's LNC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Lincoln National (LNC) stake by 0.86% in Q3 2026, buying an estimated $3.03K and bringing the position to 8,314 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #322.

Pinnacle Wealth Planning Services first reported a position in LNC in Q4 2020 and has held it in 6 quarters since. The position peaked at $373K in Q4 2025. 508 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 8,314 shares of Lincoln National worth $335K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 71 Lincoln National shares in Q3 2026, an estimated $3.03K.
  • Lincoln National made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #322 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lincoln National in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Lincoln National position peaked at $373K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.