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Prime Capital Investment Advisors’s Lincoln National LNC Stock Holding History

Prime Capital Investment 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 		$343K Buy
9,713
+7
+0.1% +$252 ﹤0.01% 820
2026
Q1 		$345K Buy
9,706
+120
+1% +$4.61K ﹤0.01% 791
2025
Q4 		$427K Sell
9,586
-22
-0.2% -$916 0.01% 699
2025
Q3 		$387K Buy
9,608
+92
+1% +$3.56K ﹤0.01% 720
2025
Q2 		$329K Buy
9,516
+2,339
+33% +$76.5K ﹤0.01% 741
2025
Q1 		$258K Sell
7,177
-25
-0.3% -$887 ﹤0.01% 885
2024
Q4 		$228K Sell
7,202
-225
-3% -$7.5K ﹤0.01% 806
2024
Q3 		$234K Sell
7,427
-80
-1% -$2.49K ﹤0.01% 811
2024
Q2 		$233K Sell
7,507
-227
-3% -$6.87K ﹤0.01% 805
2024
Q1 		$247K Sell
7,734
-2,610
-25% -$72.1K ﹤0.01% 840
2023
Q4 		$279K Buy
+10,344
New +$249K ﹤0.01% 758
2019
Q1 		– Sell
-243
Closed -$12K – 395
2018
Q4 		$12K Buy
243
+18
+8% +$1.09K ﹤0.01% 258
2018
Q3 		$15K Hold
225
– – ﹤0.01% 232
2018
Q2 		$14K Buy
+225
New +$15.4K 0.01% 257

Other funds holding LNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Prime Capital Investment Advisors's LNC Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Lincoln National (LNC) stake by 0.07% in Q2 2026, buying an estimated $252 and bringing the position to 9,713 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Prime Capital Investment Advisors first reported a position in LNC in Q2 2018 and has held it in 14 quarters since. The position peaked at $427K in Q4 2025. 452 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Prime Capital Investment Advisors held 9,713 shares of Lincoln National worth $343K as of Q2 2026.
  • Prime Capital Investment Advisors bought 7 Lincoln National shares in Q2 2026, an estimated $252.
  • Lincoln National made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #820 holding.
  • Prime Capital Investment Advisors first reported a position in Lincoln National in Q2 2018 and has held it in 14 quarters since.
  • Prime Capital Investment Advisors's Lincoln National position peaked at $427K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.