PIWA
LNC icon

Prevail Innovative Wealth Advisors’s Lincoln National LNC Stock Holding History

Prevail Innovative Wealth 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
Q1 		– Sell
-45,131
Closed -$2.01M – 212
2025
Q4 		$2.01M Buy
45,131
+4,274
+10% +$178K 0.36% 104
2025
Q3 		$1.65M Buy
40,857
+19,286
+89% +$746K 0.32% 114
2025
Q2 		$746K Buy
+21,571
New +$706K 0.17% 152
2023
Q3 		– Sell
-42,439
Closed -$1.09M – 140
2023
Q2 		$1.09M Buy
+42,439
New +$932K 0.6% 51

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Prevail Innovative Wealth Advisors's LNC Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 45,131 shares — an estimated $2.01M sold.

Prevail Innovative Wealth Advisors first reported a position in LNC in Q2 2023 and held it in 4 quarters. The position peaked at $2.01M in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 45,131 Lincoln National shares in Q1 2026, an estimated $2.01M.
  • Prevail Innovative Wealth Advisors first reported a position in Lincoln National in Q2 2023 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's Lincoln National position peaked at $2.01M in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.