Bank of Montreal’s Lincoln National LNC Stock Holding History

Bank of Montreal’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
2020 Q1	–	Sell	-6,000	Closed	-$354K	–	4420
2019 Q4	$354K	Buy	+6,000	New	+$353K	﹤0.01%	2851
2019 Q1	–	Sell	-40,000	Closed	-$2.05M	–	4547
2018 Q4	$2.05M	Buy	+40,000	New	+$2.43M	﹤0.01%	1505
2014 Q1	–	Sell	-59,700	Closed	-$3.08M	–	4083
2013 Q4	$3.08M	Buy	59,700 +3,300	+6%	+$158K	﹤0.01%	1004
2013 Q3	$2.37M	Buy	+56,400	New	+$2.38M	﹤0.01%	1088

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Bank of Montreal's LNC Position: Q1 2026 in Review

Bank of Montreal increased its Lincoln National (LNC) stake by 3.7% in Q1 2026, buying an estimated $55.8K and bringing the position to 41,185 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Bank of Montreal first reported a position in LNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $160M in Q4 2016. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Bank of Montreal held 41,185 shares of Lincoln National worth $1.46M as of Q1 2026.
Bank of Montreal bought 1,453 Lincoln National shares in Q1 2026, an estimated $55.8K.
Lincoln National made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1834 holding.
Bank of Montreal first reported a position in Lincoln National in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Lincoln National position peaked at $160M in Q4 2016.
614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.