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Bright Futures Wealth Management’s Lincoln National LNC Stock Holding History

Bright Futures Wealth Management’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 		– Sell
-4,529
Closed -$202K – 202
2025
Q4 		$202K Buy
+4,529
New +$189K 0.15% 155

Other funds holding LNC

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bright Futures Wealth Management's LNC Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 4,529 shares — an estimated $202K sold.

Bright Futures Wealth Management first reported a position in LNC in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Bright Futures Wealth Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 4,529 Lincoln National shares in Q1 2026, an estimated $202K.
  • Bright Futures Wealth Management first reported a position in Lincoln National in Q4 2025 and held it in 1 quarter.
  • Bright Futures Wealth Management's Lincoln National position peaked at $202K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.