Prestige Wealth Management Group’s Lincoln National LNC Stock Holding History

Prestige Wealth Management Group’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	$5.83K	Buy	165 +31	+23%	+$1.11K	﹤0.01%	552
2026 Q1	$4.76K	Buy	134 +17	+15%	+$653	﹤0.01%	563
2025 Q4	$5.21K	Hold	117	–	–	﹤0.01%	569
2025 Q3	$4.72K	Hold	117	–	–	﹤0.01%	578
2025 Q2	$4.05K	Hold	117	–	–	﹤0.01%	607
2025 Q1	$4.2K	Hold	117	–	–	﹤0.01%	599
2024 Q4	$3.71K	Hold	117	–	–	﹤0.01%	669
2024 Q3	$3.69K	Hold	117	–	–	﹤0.01%	661
2024 Q2	$3.64K	Hold	117	–	–	﹤0.01%	612
2024 Q1	$3.74K	Hold	117	–	–	﹤0.01%	634
2023 Q4	$3.16K	Buy	117 +54	+86%	+$1.3K	﹤0.01%	675
2023 Q3	$1.56K	Hold	63	–	–	﹤0.01%	792
2023 Q2	$1.62K	Sell	63 -142	-69%	-$3.12K	﹤0.01%	807
2023 Q1	$4.61K	Buy	205 +196	+2,178%	+$5.83K	﹤0.01%	591
2022 Q4	$276	Sell	9 -8	-47%	-$318	﹤0.01%	1122
2022 Q3	$1K	Sell	17 -39	-70%	-$1.88K	﹤0.01%	868
2022 Q2	$3K	Buy	56 +39	+229%	+$2.22K	﹤0.01%	692
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	893
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	918
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	905
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	893
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	886
2020 Q4	$1K	Buy	+17	New	+$723	﹤0.01%	857
2019 Q1	–	Sell	-73	Closed	-$4K	–	856
2018 Q4	$4K	Buy	+73	New	+$4.44K	﹤0.01%	658

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prestige Wealth Management Group's LNC Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Lincoln National (LNC) stake by 23% in Q2 2026, buying an estimated $1.11K and bringing the position to 165 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Prestige Wealth Management Group first reported a position in LNC in Q4 2018 and has held it in 24 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Prestige Wealth Management Group held 165 shares of Lincoln National worth $5.83K as of Q2 2026.
Prestige Wealth Management Group bought 31 Lincoln National shares in Q2 2026, an estimated $1.11K.
Lincoln National made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #552 holding.
Prestige Wealth Management Group first reported a position in Lincoln National in Q4 2018 and has held it in 24 quarters since.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.