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ALPS Advisors’s Lincoln National LNC Stock Holding History

ALPS Advisors’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
2025
Q3 		– Sell
-9,819
Closed -$340K – 1100
2025
Q2 		$340K Buy
9,819
+119
+1% +$3.89K ﹤0.01% 891
2025
Q1 		$348K Buy
+9,700
New +$344K ﹤0.01% 799
2023
Q4 		– Sell
-878,805
Closed -$21.7M – 996
2023
Q3 		$21.7M Sell
878,805
-124,573
-12% -$3.26M 0.18% 78
2023
Q2 		$25.8M Buy
1,003,378
+53,757
+6% +$1.18M 0.22% 67
2023
Q1 		$21.3M Buy
949,621
+154,397
+19% +$4.59M 0.19% 109
2022
Q4 		$24.4M Buy
+795,224
New +$31.6M 0.22% 87

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ALPS Advisors's LNC Position: Q3 2025 in Review

ALPS Advisors sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 9,819 shares — an estimated $340K sold.

ALPS Advisors first reported a position in LNC in Q4 2022 and held it in 6 quarters. The position peaked at $25.8M in Q2 2023. 604 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • ALPS Advisors reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • ALPS Advisors sold 9,819 Lincoln National shares in Q3 2025, an estimated $340K.
  • ALPS Advisors first reported a position in Lincoln National in Q4 2022 and held it in 6 quarters.
  • ALPS Advisors's Lincoln National position peaked at $25.8M in Q2 2023.
  • 604 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on ALPS Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.