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PlanVest Financial’s Lincoln National LNC Stock Holding History

PlanVest Financial’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 		$5.3K Hold
150
– – ﹤0.01% 455
2026
Q1 		$5.33K Buy
+150
New +$5.76K ﹤0.01% 423

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

PlanVest Financial's LNC Position: Q2 2026 in Review

PlanVest Financial held its Lincoln National (LNC) position steady in Q2 2026 at 150 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

PlanVest Financial first reported a position in LNC in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.33K in Q1 2026. 605 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • PlanVest Financial held 150 shares of Lincoln National worth $5.3K as of Q2 2026.
  • PlanVest Financial left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #455 holding.
  • PlanVest Financial first reported a position in Lincoln National in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Lincoln National position peaked at $5.33K in Q1 2026.
  • 605 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.