SOA Wealth Advisors’s Lincoln National LNC Stock Holding History

SOA 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	$3.3K	Buy	93 +90	+3,000%	+$3.24K	﹤0.01%	734
2026 Q1	$89	Buy	3 +1	+50%	+$38	﹤0.01%	835
2025 Q4	$110	Hold	2	–	–	﹤0.01%	832
2025 Q3	$99	Hold	2	–	–	﹤0.01%	855
2025 Q2	$84	Sell	2 -18	-90%	-$589	﹤0.01%	844
2025 Q1	$732	Hold	20	–	–	﹤0.01%	764
2024 Q4	$645	Hold	20	–	–	﹤0.01%	764
2024 Q3	$640	Hold	20	–	–	﹤0.01%	738
2024 Q2	$631	Sell	20 -3	-13%	-$91	﹤0.01%	755
2024 Q1	$743	Hold	23	–	–	﹤0.01%	786
2023 Q4	$626	Hold	23	–	–	﹤0.01%	787
2023 Q3	$572	Hold	23	–	–	﹤0.01%	814
2023 Q2	$596	Hold	23	–	–	﹤0.01%	818
2023 Q1	$519	Hold	23	–	–	﹤0.01%	841
2022 Q4	$709	Sell	23 -8	-26%	-$318	﹤0.01%	824
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	780
2022 Q2	$1K	Sell	31 -118	-79%	-$6.73K	﹤0.01%	764
2022 Q1	$9K	Hold	149	–	–	﹤0.01%	609
2021 Q4	$10K	Hold	149	–	–	﹤0.01%	571
2021 Q3	$10K	Sell	149 -13	-8%	-$849	﹤0.01%	590
2021 Q2	$10K	Sell	162 -36	-18%	-$2.38K	﹤0.01%	579
2021 Q1	$12K	Buy	198 +127	+179%	+$7.02K	﹤0.01%	485
2020 Q4	$3K	Buy	+71	New	+$3.02K	﹤0.01%	667

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

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

SOA Wealth Advisors increased its Lincoln National (LNC) stake by 3,000% in Q2 2026, buying an estimated $3.24K and bringing the position to 93 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

SOA Wealth Advisors first reported a position in LNC in Q4 2020 and has held it in 23 quarters since. The position peaked at $12K in Q1 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

SOA Wealth Advisors held 93 shares of Lincoln National worth $3.3K as of Q2 2026.
SOA Wealth Advisors bought 90 Lincoln National shares in Q2 2026, an estimated $3.24K.
Lincoln National made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #734 holding.
SOA Wealth Advisors first reported a position in Lincoln National in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Lincoln National position peaked at $12K in Q1 2021.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.