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Sunrise Financial Services’s Lincoln National LNC Stock Holding History

Sunrise Financial Services’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 		$3.61K Hold
102
– – ﹤0.01% 315
2026
Q1 		$3.62K Hold
102
– – ﹤0.01% 314
2025
Q4 		$4.54K Buy
+102
New +$4.25K ﹤0.01% 258

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

Sunrise Financial Services's LNC Position: Q2 2026 in Review

Sunrise Financial Services held its Lincoln National (LNC) position steady in Q2 2026 at 102 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Sunrise Financial Services first reported a position in LNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.54K in Q4 2025. 616 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Sunrise Financial Services held 102 shares of Lincoln National worth $3.61K as of Q2 2026.
  • Sunrise Financial Services left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #315 holding.
  • Sunrise Financial Services first reported a position in Lincoln National in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Lincoln National position peaked at $4.54K in Q4 2025.
  • 616 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.