BW
LNC icon

Boaz Weinstein’s Lincoln National LNC Stock Holding History

Boaz Weinstein’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
Q4 		– Sell
-134,392
Closed -$5.42M – 378
2025
Q3 		$5.42M Sell
134,392
-35,733
-21% -$1.38M 0.15% 101
2025
Q2 		$5.89M Buy
170,125
+42,500
+33% +$1.39M 0.14% 97
2025
Q1 		$4.58M Sell
127,625
-125,115
-50% -$4.44M 0.12% 78
2024
Q4 		$8.01M Sell
252,740
-174,377
-41% -$5.81M 0.19% 76
2024
Q3 		$13.5M Sell
427,117
-98,491
-19% -$3.07M 0.28% 72
2024
Q2 		$16.3M Hold
525,608
– – 0.27% 71
2024
Q1 		$16.8M Hold
525,608
– – 0.29% 71
2023
Q4 		$14.2M Hold
525,608
– – 0.29% 94
2023
Q3 		$13M Sell
525,608
-110,740
-17% -$2.9M 0.31% 80
2023
Q2 		$16.4M Sell
636,348
-179,836
-22% -$3.95M 0.43% 58
2023
Q1 		$18.3M Buy
816,184
+362,576
+80% +$10.8M 0.35% 73
2022
Q4 		$13.9M Buy
+453,608
New +$18M 0.19% 170

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boaz Weinstein's LNC Position: Q4 2025 in Review

Boaz Weinstein sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 134,392 shares — an estimated $5.42M sold.

Boaz Weinstein first reported a position in LNC in Q4 2022 and held it in 12 quarters. The position peaked at $18.3M in Q1 2023. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • Boaz Weinstein reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
  • Boaz Weinstein sold 134,392 Lincoln National shares in Q4 2025, an estimated $5.42M.
  • Boaz Weinstein first reported a position in Lincoln National in Q4 2022 and held it in 12 quarters.
  • Boaz Weinstein's Lincoln National position peaked at $18.3M in Q1 2023.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Saba Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.