Atria Investments’s Lincoln National LNC Stock Holding History

Atria Investments’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 Q1	$421K	Sell	11,867 -172	-1%	-$6.61K	﹤0.01%	1542
2025 Q4	$536K	Sell	12,039 -434	-3%	-$18.1K	0.01%	1400
2025 Q3	$503K	Buy	12,473 +6,512	+109%	+$252K	0.01%	1414
2025 Q2	$206K	Sell	5,961 -644	-10%	-$21.1K	﹤0.01%	1914
2025 Q1	$237K	Sell	6,605 -1,247	-16%	-$44.2K	﹤0.01%	1745
2024 Q4	$249K	Buy	+7,852	New	+$262K	﹤0.01%	1687
2019 Q4	–	Sell	-4,292	Closed	-$259K	–	1222
2019 Q3	$259K	Sell	4,292 -1,253	-23%	-$74.9K	0.01%	757
2019 Q2	$294K	Buy	5,545 +1,824	+49%	+$117K	0.01%	748
2019 Q1	$218K	Buy	+3,721	New	+$220K	0.01%	830
2015 Q1	–	Sell	-4,782	Closed	-$276K	–	427
2014 Q4	$276K	Buy	4,782 +590	+14%	+$32.1K	0.03%	349
2014 Q3	$225K	Sell	4,192 -64	-2%	-$3.4K	0.02%	422
2014 Q2	$219K	Sell	4,256 -44,010	-91%	-$2.17M	0.02%	390
2014 Q1	$2.45M	Buy	48,266 +43,947	+1,018%	+$2.21M	0.25%	66
2013 Q4	$223K	Buy	+4,319	New	+$207K	0.02%	423

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's LNC Position: Q1 2026 in Review

Atria Investments reduced its Lincoln National (LNC) stake by 1.4% in Q1 2026, selling an estimated $6.61K and leaving 11,867 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Atria Investments first reported a position in LNC in Q4 2013 and has held it in 14 quarters since. The position peaked at $2.45M in Q1 2014. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Atria Investments held 11,867 shares of Lincoln National worth $421K as of Q1 2026.
Atria Investments sold 172 Lincoln National shares in Q1 2026, an estimated $6.61K.
Lincoln National made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1542 holding.
Atria Investments first reported a position in Lincoln National in Q4 2013 and has held it in 14 quarters since.
Atria Investments's Lincoln National position peaked at $2.45M in Q1 2014.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.