Bridgewealth Advisory Group’s Lincoln International LCLN Stock Holding History

Bridgewealth Advisory Group’s Portfolio LCLN Stock Details LCLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$427K	Buy	+18,500	New	+$442K	0.08%	88

Other funds holding LCLN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13B AUM 35.88% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Bridgewealth Advisory Group's LCLN Position: Q3 2026 in Review

Bridgewealth Advisory Group opened a new position in Lincoln International (LCLN) in Q3 2026: 18,500 shares worth $427K. The stake represents 0.08% of the portfolio and ranks #88 among its holdings.

18 funds tracked by Wall St. Rank hold LCLN as of Q3 2026.

Bridgewealth Advisory Group held 18,500 shares of Lincoln International worth $427K as of Q3 2026.
Lincoln International was a new Bridgewealth Advisory Group position in Q3 2026.
Lincoln International made up 0.08% of Bridgewealth Advisory Group's portfolio in Q3 2026, its #88 holding.
18 funds tracked by Wall St. Rank held Lincoln International as of Q3 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.