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Summit Financial Wealth Advisors’s Lincoln National LNC Stock Holding History

Summit Financial 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 		$205K Hold
5,792
– – 0.03% 217
2026
Q1 		$206K Buy
5,792
+792
+16% +$30.4K 0.03% 186
2025
Q4 		$223K Hold
5,000
– – 0.03% 180
2025
Q3 		$201K Buy
+5,000
New +$193K 0.03% 177

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

Summit Financial Wealth Advisors's LNC Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 5,792 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #217.

Summit Financial Wealth Advisors first reported a position in LNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Summit Financial Wealth Advisors held 5,792 shares of Lincoln National worth $205K as of Q2 2026.
  • Summit Financial Wealth Advisors left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Summit Financial Wealth Advisors first reported a position in Lincoln National in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial Wealth Advisors's Lincoln National position peaked at $223K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.