Wealth Enhancement Advisory Services
LNC icon

Wealth Enhancement Advisory Services’s Lincoln National LNC Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.8M Buy
68,345
+15,445
+29% +$659K ﹤0.01% 1451
2026
Q2 		$2.1M Buy
52,900
+26,589
+101% +$956K ﹤0.01% 1536
2026
Q1 		$918K Sell
26,311
-9,029
-26% -$347K ﹤0.01% 1864
2025
Q4 		$1.64M Buy
35,340
+3,112
+10% +$130K ﹤0.01% 1632
2025
Q3 		$1.29M Buy
32,228
+1,493
+5% +$57.7K ﹤0.01% 1709
2025
Q2 		$1.07M Sell
30,735
-702
-2% -$23K ﹤0.01% 1713
2025
Q1 		$1.13M Buy
31,437
+1,770
+6% +$62.8K ﹤0.01% 1542
2024
Q4 		$941K Sell
29,667
-262
-0.9% -$8.73K ﹤0.01% 1583
2024
Q3 		$943K Sell
29,929
-2,247
-7% -$70K ﹤0.01% 1439
2024
Q2 		$1M Buy
32,176
+5,804
+22% +$176K ﹤0.01% 1276
2024
Q1 		$842K Buy
26,372
+1,085
+4% +$30K ﹤0.01% 1318
2023
Q4 		$682K Sell
25,287
-1,543
-6% -$37.1K ﹤0.01% 1336
2023
Q3 		$662K Buy
+26,830
New +$702K ﹤0.01% 1277
2019
Q4 		– Sell
-19,206
Closed -$1.12M – 226
2019
Q3 		$1.12M Buy
+19,206
New +$1.15M 0.05% 146
2015
Q1 		– Sell
-11,102
Closed -$640K – 112
2014
Q4 		$640K Buy
+11,102
New +$604K 0.25% 73

Other funds holding LNC

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
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's LNC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Lincoln National (LNC) stake by 29% in Q3 2026, buying an estimated $659K and bringing the position to 68,345 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Wealth Enhancement Advisory Services first reported a position in LNC in Q4 2014 and has held it in 15 quarters since. 28 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 68,345 shares of Lincoln National worth $2.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 15,445 Lincoln National shares in Q3 2026, an estimated $659K.
  • Lincoln National made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1451 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lincoln National in Q4 2014 and has held it in 15 quarters since.
  • 28 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.