RAFFA WEALTH MANAGEMENT, LLC’s Lincoln National LNC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$566	Hold	16	–	–	﹤0.01%	1168
2026 Q1	$568	Buy	16 +3	+23%	+$115	﹤0.01%	1050
2025 Q4	$579	Hold	13	–	–	﹤0.01%	1049
2025 Q3	$524	Hold	13	–	–	﹤0.01%	1060
2025 Q2	$450	Hold	13	–	–	﹤0.01%	1022
2025 Q1	$467	Hold	13	–	–	﹤0.01%	972
2024 Q4	$412	Hold	13	–	–	﹤0.01%	1028
2024 Q3	$410	Hold	13	–	–	﹤0.01%	1011
2024 Q2	$404	Hold	13	–	–	﹤0.01%	1077
2024 Q1	$415	Hold	13	–	–	﹤0.01%	1059
2023 Q4	$351	Sell	13 -17	-57%	-$409	﹤0.01%	1004
2023 Q3	$741	Sell	30 -17	-36%	-$445	﹤0.01%	865
2023 Q2	$1.21K	Hold	47	–	–	﹤0.01%	743
2023 Q1	$1.06K	Hold	47	–	–	﹤0.01%	771
2022 Q4	$1.44K	Hold	47	–	–	﹤0.01%	681
2022 Q3	$2.06K	Hold	47	–	–	﹤0.01%	591
2022 Q2	$2.2K	Hold	47	–	–	﹤0.01%	585
2022 Q1	$3.07K	Hold	47	–	–	﹤0.01%	523
2021 Q4	$3.21K	Hold	47	–	–	﹤0.01%	532
2021 Q3	$3.23K	Hold	47	–	–	﹤0.01%	482
2021 Q2	$2.95K	Hold	47	–	–	﹤0.01%	508
2021 Q1	$2.93K	Buy	47 +17	+57%	+$940	﹤0.01%	529
2020 Q4	$1.51K	Hold	30	–	–	﹤0.01%	628
2020 Q3	$940	Hold	30	–	–	﹤0.01%	687
2020 Q2	$1.1K	Buy	30 +5	+20%	+$176	﹤0.01%	636
2020 Q1	$658	Buy	25 +8	+47%	+$380	﹤0.01%	690
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	626
2019 Q3	$1.02K	Buy	+17	New	+$1.02K	﹤0.01%	588
2019 Q2	–	Sell	-17	Closed	-$998	–	1100
2019 Q1	$998	Hold	17	–	–	﹤0.01%	565
2018 Q4	$872	Hold	17	–	–	﹤0.01%	595
2018 Q3	$1.15K	Hold	17	–	–	﹤0.01%	546
2018 Q2	$1.06K	Hold	17	–	–	﹤0.01%	553
2018 Q1	$1.24K	Buy	+17	New	+$1.33K	﹤0.01%	448
2017 Q1	–	Sell	-10	Closed	-$663	–	640
2016 Q4	$663	Hold	10	–	–	﹤0.01%	621
2016 Q3	$470	Hold	10	–	–	﹤0.01%	752
2016 Q2	$388	Hold	10	–	–	﹤0.01%	771
2016 Q1	$392	Hold	10	–	–	﹤0.01%	760
2015 Q4	$503	Hold	10	–	–	﹤0.01%	691
2015 Q3	$475	Hold	10	–	–	﹤0.01%	691
2015 Q2	$592	Hold	10	–	–	﹤0.01%	613
2015 Q1	$575	Hold	10	–	–	﹤0.01%	640
2014 Q4	$577	Hold	10	–	–	﹤0.01%	606
2014 Q3	$536	Buy	+10	New	+$532	﹤0.01%	599
2014 Q1	–	Sell	-10	Closed	-$577	–	517
2013 Q4	$577	Buy	+10	New	+$479	﹤0.01%	606

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

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

CCM

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

LSERS

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

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LNC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Lincoln National (LNC) position steady in Q2 2026 at 16 shares worth $566. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LNC in Q4 2013 and has held it in 44 quarters since. The position peaked at $3.23K in Q3 2021. 172 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 16 shares of Lincoln National worth $566 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1168 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Lincoln National in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Lincoln National position peaked at $3.23K in Q3 2021.
172 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.