TFA
LNC icon

Transamerica Financial Advisors’s Lincoln National LNC Stock Holding History

Transamerica Financial 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 		$73.6K Sell
2,081
-75
-3% -$2.7K 0.01% 644
2026
Q1 		$76.6K Buy
2,156
+1,447
+204% +$55.6K 0.01% 585
2025
Q4 		$31.6K Buy
+709
New +$29.5K ﹤0.01% 620

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

Transamerica Financial Advisors's LNC Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Lincoln National (LNC) stake by 3.5% in Q2 2026, selling an estimated $2.7K and leaving 2,081 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #644.

Transamerica Financial Advisors first reported a position in LNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $76.6K in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Transamerica Financial Advisors held 2,081 shares of Lincoln National worth $73.6K as of Q2 2026.
  • Transamerica Financial Advisors sold 75 Lincoln National shares in Q2 2026, an estimated $2.7K.
  • Lincoln National made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #644 holding.
  • Transamerica Financial Advisors first reported a position in Lincoln National in Q4 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Lincoln National position peaked at $76.6K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.