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Plante Moran Financial Advisors’s Lincoln National LNC Stock Holding History

Plante Moran 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 		$1.77K Buy
+50
New +$1.8K ﹤0.01% 763
2024
Q2 		– Sell
-83
Closed -$2.65K – 843
2024
Q1 		$2.65K Hold
83
– – ﹤0.01% 749
2023
Q4 		$2.24K Buy
+83
New +$2K ﹤0.01% 714
2020
Q2 		– Sell
-42
Closed -$1K – 816
2020
Q1 		$1K Sell
42
-510
-92% -$24.2K ﹤0.01% 699
2019
Q4 		$33K Hold
552
– – 0.01% 386
2019
Q3 		$33K Hold
552
– – 0.01% 407
2019
Q2 		$36K Hold
552
– – 0.01% 392
2019
Q1 		$32K Hold
552
– – 0.01% 407
2018
Q4 		$28K Sell
552
-252
-31% -$15.3K 0.01% 386
2018
Q3 		$54K Hold
804
– – 0.02% 280
2018
Q2 		$50K Sell
804
-156
-16% -$10.7K 0.03% 325
2018
Q1 		$70K Buy
960
+42
+5% +$3.29K 0.04% 288
2017
Q4 		$71K Hold
918
– – 0.04% 276
2017
Q3 		$67K Hold
918
– – 0.04% 254
2017
Q2 		$62K Sell
918
-28
-3% -$1.85K 0.04% 266
2017
Q1 		$62K Sell
946
-71
-7% -$4.86K 0.04% 281
2016
Q4 		$67K Hold
1,017
– – 0.04% 277
2016
Q3 		$48K Hold
1,017
– – 0.03% 332
2016
Q2 		$39K Buy
1,017
+510
+101% +$21.6K 0.03% 328
2016
Q1 		$20K Buy
507
+73
+17% +$2.85K 0.02% 386
2015
Q4 		$22K Hold
434
– – 0.02% 431
2015
Q3 		$21K Hold
434
– – 0.02% 376
2015
Q2 		$26K Hold
434
– – 0.02% 391
2015
Q1 		$25K Sell
434
-11
-2% -$614 0.02% 382
2014
Q4 		$26K Hold
445
– – 0.02% 375
2014
Q3 		$24K Sell
445
-71
-14% -$3.77K 0.02% 377
2014
Q2 		$27K Buy
516
+184
+55% +$9.09K 0.02% 338
2014
Q1 		$17K Sell
332
-401
-55% -$20.2K 0.02% 273
2013
Q4 		$38K Buy
733
+401
+121% +$19.2K 0.02% 273
2013
Q3 		$14K Buy
332
+11
+3% +$464 0.01% 335
2013
Q2 		$12K Buy
+321
New +$10.9K 0.01% 317

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's LNC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Lincoln National (LNC) in Q2 2026: 50 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in LNC as recently as Q1 2024.

Plante Moran Financial Advisors first reported a position in LNC in Q2 2013 and has held it in 31 quarters since. The position peaked at $71K in Q4 2017. 616 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Plante Moran Financial Advisors held 50 shares of Lincoln National worth $1.77K as of Q2 2026.
  • Lincoln National was a new Plante Moran Financial Advisors position in Q2 2026.
  • Lincoln National made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #763 holding.
  • Plante Moran Financial Advisors first reported a position in Lincoln National in Q2 2013 and has held it in 31 quarters since.
  • Plante Moran Financial Advisors's Lincoln National position peaked at $71K in Q4 2017.
  • 616 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.