Valeo Financial Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $343K | Buy |
9,715
+95
| +1% | +$3.42K | 0.01% | 572 |
|
|
2026
Q1 | $342K | Sell |
9,620
-753
| -7% | -$28.9K | 0.01% | 504 |
|
|
2025
Q4 | $462K | Buy |
10,373
+758
| +8% | +$31.6K | 0.01% | 488 |
|
|
2025
Q3 | $388K | Sell |
9,615
-1
| -0% | -$39 | 0.01% | 525 |
|
|
2025
Q2 | $333K | Sell |
9,616
-15
| -0.2% | -$491 | 0.01% | 546 |
|
|
2025
Q1 | $346K | Hold |
9,631
| – | – | 0.01% | 498 |
|
|
2024
Q4 | $305K | Buy |
9,631
+2,015
| +26% | +$67.2K | 0.01% | 534 |
|
|
2024
Q3 | $240K | Hold |
7,616
| – | – | 0.01% | 598 |
|
|
2024
Q2 | $237K | Buy |
7,616
+1
| +0% | +$30 | 0.01% | 567 |
|
|
2024
Q1 | $218K | Hold |
7,615
| – | – | 0.01% | 587 |
|
|
2023
Q4 | $205K | Buy |
+7,615
| New | +$183K | 0.01% | 586 |
|
|
2023
Q3 | – | Sell |
-7,887
| Closed | -$203K | – | 665 |
|
|
2023
Q2 | $203K | Buy |
+7,887
| New | +$173K | 0.01% | 543 |
|
|
2023
Q1 | – | Sell |
-6,697
| Closed | -$206K | – | 655 |
|
|
2022
Q4 | $206K | Buy |
6,697
+370
| +6% | +$14.7K | 0.01% | 481 |
|
|
2022
Q3 | $278K | Sell |
6,327
-105
| -2% | -$5.06K | 0.02% | 371 |
|
|
2022
Q2 | $301K | Sell |
6,432
-46
| -0.7% | -$2.62K | 0.02% | 342 |
|
|
2022
Q1 | $423K | Buy |
6,478
+23
| +0.4% | +$1.57K | 0.02% | 365 |
|
|
2021
Q4 | $441K | Sell |
6,455
-394
| -6% | -$27.8K | 0.02% | 338 |
|
|
2021
Q3 | $471K | Buy |
6,849
+392
| +6% | +$25.6K | 0.03% | 316 |
|
|
2021
Q2 | $406K | Hold |
6,457
| – | – | 0.02% | 301 |
|
|
2021
Q1 | $402K | Hold |
6,457
| – | – | 0.02% | 302 |
|
|
2020
Q4 | $325K | Sell |
6,457
-798
| -11% | -$33.9K | 0.02% | 317 |
|
|
2020
Q3 | $227K | Sell |
7,255
-3,092
| -30% | -$110K | 0.02% | 302 |
|
|
2020
Q2 | $381K | Buy |
10,347
+34
| +0.3% | +$1.2K | 0.03% | 221 |
|
|
2020
Q1 | $354K | Buy |
10,313
+3,058
| +42% | +$145K | 0.04% | 210 |
|
|
2019
Q4 | $428K | Hold |
7,255
| – | – | 0.04% | 213 |
|
|
2019
Q3 | $438K | Buy |
7,255
+80
| +1% | +$4.78K | 0.05% | 184 |
|
|
2019
Q2 | $462K | Buy |
7,175
+4,758
| +197% | +$304K | 0.05% | 183 |
|
|
2019
Q1 | $142K | Hold |
2,417
| – | – | 0.02% | 345 |
|
|
2018
Q4 | $124K | Hold |
2,417
| – | – | 0.02% | 341 |
|
|
2018
Q3 | $145K | Buy |
2,417
+85
| +4% | +$5.61K | 0.02% | 329 |
|
|
2018
Q2 | $150K | Hold |
2,332
| – | – | 0.02% | 330 |
|
|
2018
Q1 | $170K | Hold |
2,332
| – | – | 0.03% | 272 |
|
|
2017
Q4 | $179K | Hold |
2,332
| – | – | 0.03% | 253 |
|
|
2017
Q3 | $171K | Buy |
+2,332
| New | +$165K | 0.04% | 218 |
|
Other funds holding LNC
BCP
Valeo Financial Advisors's LNC Position: Q2 2026 in Review
Valeo Financial Advisors increased its Lincoln National (LNC) stake by 0.99% in Q2 2026, buying an estimated $3.42K and bringing the position to 9,715 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #572.
Valeo Financial Advisors first reported a position in LNC in Q3 2017 and has held it in 34 quarters since. The position peaked at $471K in Q3 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- Valeo Financial Advisors held 9,715 shares of Lincoln National worth $343K as of Q2 2026.
- Valeo Financial Advisors bought 95 Lincoln National shares in Q2 2026, an estimated $3.42K.
- Lincoln National made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #572 holding.
- Valeo Financial Advisors first reported a position in Lincoln National in Q3 2017 and has held it in 34 quarters since.
- Valeo Financial Advisors's Lincoln National position peaked at $471K in Q3 2021.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.