Provenance Wealth Advisors’s Lincoln National LNC Stock Holding History

Provenance 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 Q2	$279K	Hold	7,890	–	–	0.03%	116
2026 Q1	$280K	Hold	7,890	–	–	0.03%	97
2025 Q4	$351K	Hold	7,890	–	–	0.04%	81
2025 Q3	$318K	Hold	7,890	–	–	0.04%	91
2025 Q2	$273K	Hold	7,890	–	–	0.04%	100
2025 Q1	$283K	Hold	7,890	–	–	0.04%	106
2024 Q4	$250K	Hold	7,890	–	–	0.03%	129
2024 Q3	$249K	Hold	7,890	–	–	0.03%	139
2024 Q2	$245K	Hold	7,890	–	–	0.03%	125
2024 Q1	$252K	Hold	7,890	–	–	0.04%	128
2023 Q4	$213K	Hold	7,890	–	–	0.03%	123
2023 Q3	$195K	Buy	+7,890	New	+$206K	0.03%	115

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

Provenance Wealth Advisors's LNC Position: Q2 2026 in Review

Provenance Wealth Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 7,890 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #116.

Provenance Wealth Advisors first reported a position in LNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $351K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Provenance Wealth Advisors held 7,890 shares of Lincoln National worth $279K as of Q2 2026.
Provenance Wealth Advisors left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 0.03% of Provenance Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Provenance Wealth Advisors first reported a position in Lincoln National in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Lincoln National position peaked at $351K in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.