PL
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Plancorp LLC’s Lincoln National LNC Stock Holding History

Plancorp LLC’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 		$246K Sell
6,032
-13
-0.2% -$467 0.01% 364
2026
Q1 		$207K Sell
6,045
-6
-0.1% -$231 0.01% 354
2025
Q4 		$269K Buy
6,051
+5
+0.1% +$208 0.01% 305
2025
Q3 		$244K Sell
6,046
-2,237
-27% -$86.5K 0.01% 326
2025
Q2 		$287K Sell
8,283
-2
-0% -$65 0.01% 302
2025
Q1 		$298K Buy
8,285
+38
+0.5% +$1.35K 0.01% 280
2024
Q4 		$262K Buy
8,247
+11
+0.1% +$367 0.01% 268
2024
Q3 		$260K Buy
8,236
+6
+0.1% +$187 0.01% 270
2024
Q2 		$256K Buy
8,230
+10
+0.1% +$303 0.01% 257
2024
Q1 		$262K Buy
8,220
+123
+2% +$3.4K 0.01% 255
2023
Q4 		$218K Sell
8,097
-34
-0.4% -$817 0.01% 258
2023
Q3 		$201K Buy
8,131
+16
+0.2% +$418 0.01% 252
2023
Q2 		$209K Buy
+8,115
New +$178K 0.01% 233
2023
Q1 		– Sell
-7,837
Closed -$241K – 256
2022
Q4 		$241K Sell
7,837
-231
-3% -$9.17K 0.01% 212
2022
Q3 		$354K Buy
8,068
+119
+1% +$5.73K 0.02% 166
2022
Q2 		$372K Sell
7,949
-57
-0.7% -$3.25K 0.02% 162
2022
Q1 		$523K Sell
8,006
-38
-0.5% -$2.6K 0.03% 147
2021
Q4 		$549K Buy
8,044
+61
+0.8% +$4.3K 0.03% 142
2021
Q3 		$549K Buy
7,983
+35
+0.4% +$2.29K 0.04% 129
2021
Q2 		$499K Hold
7,948
– – 0.04% 131
2021
Q1 		$495K Hold
7,948
– – 0.11% 122
2020
Q4 		$400K Sell
7,948
-488
-6% -$20.7K 0.1% 130
2020
Q3 		$264K Hold
8,436
– – 0.08% 148
2020
Q2 		$310K Buy
8,436
+161
+2% +$5.67K 0.09% 130
2020
Q1 		$218K Hold
8,275
– – 0.08% 153
2019
Q4 		$488K Hold
8,275
– – 0.15% 111
2019
Q3 		$499K Sell
8,275
-94
-1% -$5.62K 0.19% 87
2019
Q2 		$539K Hold
8,369
– – 0.21% 86
2019
Q1 		$491K Buy
8,369
+94
+1% +$5.57K 0.19% 95
2018
Q4 		$425K Hold
8,275
– – 0.19% 94
2018
Q3 		$560K Hold
8,275
– – 0.22% 92
2018
Q2 		$515K Sell
8,275
-850
-9% -$58.2K 0.21% 94
2018
Q1 		$666K Hold
9,125
– – 0.21% 79
2017
Q4 		$702K Sell
9,125
-365
-4% -$27.6K 0.23% 77
2017
Q3 		$696K Hold
9,490
– – 0.21% 76
2017
Q2 		$642K Hold
9,490
– – 0.19% 81
2017
Q1 		$621K Hold
9,490
– – 0.18% 82
2016
Q4 		$629K Sell
9,490
-944
-9% -$54.9K 0.18% 75
2016
Q3 		$490K Buy
+10,434
New +$467K 0.31% 55
2016
Q2 		– Sell
-5,517
Closed -$216K – 51
2016
Q1 		$216K Hold
5,517
– – 0.26% 41
2015
Q4 		$277K Hold
5,517
– – 0.33% 61
2015
Q3 		$262K Hold
5,517
– – 0.24% 77
2015
Q2 		$327K Hold
5,517
– – 0.3% 54
2015
Q1 		$317K Hold
5,517
– – 0.32% 70
2014
Q4 		$318K Sell
5,517
-8,417
-60% -$458K 0.33% 45
2014
Q3 		$747K Buy
13,934
+3,564
+34% +$190K 0.79% 27
2014
Q2 		$534K Sell
10,370
-2,614
-20% -$129K 0.48% 34
2014
Q1 		$659K Hold
12,984
– – 0.45% 46
2013
Q4 		$671K Buy
+12,984
New +$622K 0.59% 35

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Plancorp LLC's LNC Position: Q2 2026 in Review

Plancorp LLC reduced its Lincoln National (LNC) stake by 0.22% in Q2 2026, selling an estimated $467 and leaving 6,032 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #364.

Plancorp LLC first reported a position in LNC in Q4 2013 and has held it in 49 quarters since. The position peaked at $747K in Q3 2014. 119 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Plancorp LLC held 6,032 shares of Lincoln National worth $246K as of Q2 2026.
  • Plancorp LLC sold 13 Lincoln National shares in Q2 2026, an estimated $467.
  • Lincoln National made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #364 holding.
  • Plancorp LLC first reported a position in Lincoln National in Q4 2013 and has held it in 49 quarters since.
  • Plancorp LLC's Lincoln National position peaked at $747K in Q3 2014.
  • 119 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.