Vision Financial Markets’s Lincoln National LNC Stock Holding History

Vision Financial Markets’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	$84.8K	Hold	2,400	–	–	0.07%	111
2026 Q1	$85.2K	Sell	2,400 -400	-14%	-$15.4K	0.08%	95
2025 Q4	$125K	Hold	2,800	–	–	0.13%	80
2025 Q3	$113K	Hold	2,800	–	–	0.1%	91
2025 Q2	$96.9K	Hold	2,800	–	–	0.09%	94
2025 Q1	$101K	Hold	2,800	–	–	0.11%	84
2024 Q4	$88.8K	Buy	+2,800	New	+$93.3K	0.1%	85

Other funds holding LNC

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Vision Financial Markets's LNC Position: Q2 2026 in Review

Vision Financial Markets held its Lincoln National (LNC) position steady in Q2 2026 at 2,400 shares worth $84.8K. The position accounts for 0.07% of the portfolio, ranked #111.

Vision Financial Markets first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $125K in Q4 2025. 194 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Vision Financial Markets held 2,400 shares of Lincoln National worth $84.8K as of Q2 2026.
Vision Financial Markets left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 0.07% of Vision Financial Markets's portfolio in Q2 2026, its #111 holding.
Vision Financial Markets first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Lincoln National position peaked at $125K in Q4 2025.
194 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.