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Prospera Financial Services’s Lincoln National LNC Stock Holding History

Prospera Financial Services’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 		$662K Sell
18,719
-734
-4% -$26.4K 0.01% 929
2026
Q1 		$691K Sell
19,453
-963
-5% -$37K 0.01% 874
2025
Q4 		$909K Buy
20,416
+1,042
+5% +$43.4K 0.01% 708
2025
Q3 		$782K Sell
19,374
-260
-1% -$10.1K 0.01% 776
2025
Q2 		$679K Buy
19,634
+3,014
+18% +$98.6K 0.01% 799
2025
Q1 		$597K Sell
16,620
-305
-2% -$10.8K 0.01% 711
2024
Q4 		$537K Sell
16,925
-172
-1% -$5.73K 0.01% 725
2024
Q3 		$539K Sell
17,097
-202
-1% -$6.3K 0.01% 700
2024
Q2 		$538K Buy
17,299
+758
+5% +$22.9K 0.02% 687
2024
Q1 		$528K Sell
16,541
-438
-3% -$12.1K 0.02% 693
2023
Q4 		$458K Sell
16,979
-790
-4% -$19K 0.02% 697
2023
Q3 		$439K Sell
17,769
-1,086
-6% -$28.4K 0.02% 661
2023
Q2 		$486K Buy
+18,855
New +$414K 0.02% 630
2022
Q3 		– Sell
-391
Closed -$18K – 1274
2022
Q2 		$18K Sell
391
-1,759
-82% -$100K ﹤0.01% 1228
2022
Q1 		$141K Buy
+2,150
New +$147K 0.01% 997
2020
Q4 		– Sell
-1,933
Closed -$61K – 1173
2020
Q3 		$61K Buy
+1,933
New +$69K 0.02% 552
2019
Q2 		– Sell
-4,257
Closed -$270K – 524
2019
Q1 		$270K Buy
+4,257
New +$252K 0.09% 261
2018
Q3 		– Sell
-6,697
Closed -$422K – 437
2018
Q2 		$422K Buy
6,697
+82
+1% +$5.61K 0.06% 267
2018
Q1 		$474K Buy
+6,615
New +$519K 0.07% 247

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

Prospera Financial Services's LNC Position: Q2 2026 in Review

Prospera Financial Services reduced its Lincoln National (LNC) stake by 3.8% in Q2 2026, selling an estimated $26.4K and leaving 18,719 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #929.

Prospera Financial Services first reported a position in LNC in Q1 2018 and has held it in 19 quarters since. The position peaked at $909K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Prospera Financial Services held 18,719 shares of Lincoln National worth $662K as of Q2 2026.
  • Prospera Financial Services sold 734 Lincoln National shares in Q2 2026, an estimated $26.4K.
  • Lincoln National made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #929 holding.
  • Prospera Financial Services first reported a position in Lincoln National in Q1 2018 and has held it in 19 quarters since.
  • Prospera Financial Services's Lincoln National position peaked at $909K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.