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Sound Income Strategies’s Lincoln National LNC Stock Holding History

Sound Income Strategies’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 		– Sell
-4,237
Closed -$149K – 1565
2026
Q1 		$149K Sell
4,237
-2,447
-37% -$94K 0.01% 491
2025
Q4 		$273K Buy
6,684
+210
+3% +$8.75K 0.01% 346
2025
Q3 		$258K Sell
6,474
-227
-3% -$8.78K 0.01% 259
2025
Q2 		$232K Buy
6,701
+6,181
+1,189% +$202K 0.01% 257
2025
Q1 		$18.7K Buy
+520
New +$18.4K ﹤0.01% 736

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

Sound Income Strategies's LNC Position: Q2 2026 in Review

Sound Income Strategies sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 4,237 shares — an estimated $149K sold.

Sound Income Strategies first reported a position in LNC in Q1 2025 and held it in 5 quarters. The position peaked at $273K in Q4 2025. 421 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Sound Income Strategies reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 4,237 Lincoln National shares in Q2 2026, an estimated $149K.
  • Sound Income Strategies first reported a position in Lincoln National in Q1 2025 and held it in 5 quarters.
  • Sound Income Strategies's Lincoln National position peaked at $273K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.