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Sound View Wealth Advisors Group’s Lincoln National LNC Stock Holding History

Sound View Wealth Advisors Group’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 		$529K Buy
14,964
+2,094
+16% +$75.3K 0.03% 277
2026
Q1 		$457K Buy
12,870
+629
+5% +$24.2K 0.03% 279
2025
Q4 		$545K Sell
12,241
-576
-4% -$24K 0.04% 260
2025
Q3 		$517K Buy
12,817
+24
+0.2% +$928 0.04% 268
2025
Q2 		$443K Buy
12,793
+161
+1% +$5.27K 0.03% 290
2025
Q1 		$454K Sell
12,632
-732
-5% -$26K 0.04% 269
2024
Q4 		$424K Buy
13,364
+37
+0.3% +$1.23K 0.03% 283
2024
Q3 		$420K Buy
13,327
+1,650
+14% +$51.4K 0.03% 283
2024
Q2 		$363K Sell
11,677
-389
-3% -$11.8K 0.04% 275
2024
Q1 		$385K Sell
12,066
-1,444
-11% -$39.9K 0.04% 271
2023
Q4 		$364K Buy
13,510
+661
+5% +$15.9K 0.04% 278
2023
Q3 		$317K Buy
12,849
+1,774
+16% +$46.4K 0.04% 279
2023
Q2 		$285K Buy
+11,075
New +$243K 0.04% 296
2023
Q1 		– Sell
-13,510
Closed -$364K – 392
2022
Q4 		$364K Buy
13,510
+8,605
+175% +$342K 0.04% 278
2022
Q3 		$215K Hold
4,905
– – 0.05% 252
2022
Q2 		$229K Hold
4,905
– – 0.05% 258
2022
Q1 		$321K Hold
4,905
– – 0.06% 227
2021
Q4 		$335K Hold
4,905
– – 0.06% 222
2021
Q3 		$337K Hold
4,905
– – 0.07% 213
2021
Q2 		$308K Sell
4,905
-625
-11% -$41.3K 0.06% 231
2021
Q1 		$344K Sell
5,530
-157
-3% -$8.68K 0.08% 198
2020
Q4 		$286K Buy
+5,687
New +$242K 0.07% 209
2020
Q3 		– Sell
-5,530
Closed -$203K – 249
2020
Q2 		$203K Buy
+5,530
New +$195K 0.06% 234
2020
Q1 		– Sell
-5,530
Closed -$326K – 228
2019
Q4 		$326K Hold
5,530
– – 0.09% 178
2019
Q3 		$334K Sell
5,530
-859
-13% -$51.4K 0.1% 178
2019
Q2 		$412K Buy
+6,389
New +$408K 0.12% 159

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

Sound View Wealth Advisors Group's LNC Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Lincoln National (LNC) stake by 16% in Q2 2026, buying an estimated $75.3K and bringing the position to 14,964 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #277.

Sound View Wealth Advisors Group first reported a position in LNC in Q2 2019 and has held it in 26 quarters since. The position peaked at $545K in Q4 2025. 619 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Sound View Wealth Advisors Group held 14,964 shares of Lincoln National worth $529K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 2,094 Lincoln National shares in Q2 2026, an estimated $75.3K.
  • Lincoln National made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #277 holding.
  • Sound View Wealth Advisors Group first reported a position in Lincoln National in Q2 2019 and has held it in 26 quarters since.
  • Sound View Wealth Advisors Group's Lincoln National position peaked at $545K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.