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True Wealth Design’s Lincoln National LNC Stock Holding History

True Wealth Design’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
Q3 		$23.4K Buy
582
+213
+58% +$9.08K 0.01% 768
2026
Q2 		$13K Buy
369
+206
+126% +$7.41K ﹤0.01% 969
2026
Q1 		$5.79K Buy
163
+80
+96% +$3.07K ﹤0.01% 1148
2025
Q4 		$3.71K Sell
83
-2
-2% -$83 ﹤0.01% 1211
2025
Q3 		$3.44K Buy
85
+19
+29% +$735 ﹤0.01% 1240
2025
Q2 		$2.28K Buy
66
+46
+230% +$1.5K ﹤0.01% 1129
2025
Q1 		$719 Buy
+20
New +$710 ﹤0.01% 1401

Other funds holding LNC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

True Wealth Design's LNC Position: Q3 2026 in Review

True Wealth Design increased its Lincoln National (LNC) stake by 58% in Q3 2026, buying an estimated $9.08K and bringing the position to 582 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #768.

True Wealth Design first reported a position in LNC in Q1 2025 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • True Wealth Design held 582 shares of Lincoln National worth $23.4K as of Q3 2026.
  • True Wealth Design bought 213 Lincoln National shares in Q3 2026, an estimated $9.08K.
  • Lincoln National made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #768 holding.
  • True Wealth Design first reported a position in Lincoln National in Q1 2025 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.