CIBC Private Wealth Group
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CIBC Private Wealth Group’s Lincoln National LNC Stock Holding History

CIBC Private Wealth Group’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 		$340K Sell
7,631
-1,674
-18% -$69.7K ﹤0.01% 989
2025
Q3 		$375K Buy
9,305
+1,411
+18% +$54.6K ﹤0.01% 950
2025
Q2 		$273K Buy
7,894
+353
+5% +$11.5K ﹤0.01% 1008
2025
Q1 		$218K Sell
7,541
-1,292
-15% -$45.8K ﹤0.01% 1048
2024
Q4 		$277K Hold
8,833
– – ﹤0.01% 1041
2024
Q3 		$278K Sell
8,833
-609
-6% -$19K ﹤0.01% 1045
2024
Q2 		$290K Sell
9,442
-414
-4% -$12.5K ﹤0.01% 961
2024
Q1 		$311K Sell
9,856
-35
-0.4% -$967 ﹤0.01% 961
2023
Q4 		$267K Sell
9,891
-147
-1% -$3.53K ﹤0.01% 976
2023
Q3 		$248K Buy
+10,038
New +$262K ﹤0.01% 932
2022
Q4 		– Sell
-10,520
Closed -$462K – 905
2022
Q3 		$462K Hold
10,520
– – ﹤0.01% 717
2022
Q2 		$493K Sell
10,520
-35
-0.3% -$2K ﹤0.01% 708
2022
Q1 		$690K Buy
10,555
+162
+2% +$11.1K ﹤0.01% 693
2021
Q4 		$709K Buy
10,393
+172
+2% +$12.1K ﹤0.01% 703
2021
Q3 		$703K Sell
10,221
-360
-3% -$23.5K ﹤0.01% 677
2021
Q2 		$665K Hold
10,581
– – ﹤0.01% 745
2021
Q1 		$659K Buy
10,581
+351
+3% +$19.4K ﹤0.01% 749
2020
Q4 		$515K Buy
+10,230
New +$435K ﹤0.01% 767
2018
Q3 		– Sell
-10,442
Closed -$650K – 1385
2018
Q2 		$650K Sell
10,442
-1,809
-15% -$124K ﹤0.01% 720
2018
Q1 		$895K Buy
12,251
+724
+6% +$56.8K ﹤0.01% 660
2017
Q4 		$886K Buy
+11,527
New +$872K ﹤0.01% 677
2017
Q1 		– Sell
-10,251
Closed -$679K – 589
2016
Q4 		$679K Buy
10,251
+12
+0.1% +$698 ﹤0.01% 489
2016
Q3 		$480K Buy
10,239
+135
+1% +$6.04K ﹤0.01% 528
2016
Q2 		$391K Sell
10,104
-6,940
-41% -$294K ﹤0.01% 547
2016
Q1 		$668K Buy
17,044
+5,995
+54% +$234K 0.01% 496
2015
Q4 		$555K Sell
11,049
-91
-0.8% -$4.76K ﹤0.01% 514
2015
Q3 		$528K Sell
11,140
-1,540
-12% -$82.6K ﹤0.01% 524
2015
Q2 		$752K Buy
+12,680
New +$742K 0.01% 503

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 $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CIBC Private Wealth Group's LNC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Lincoln National (LNC) stake by 18% in Q4 2025, selling an estimated $69.7K and leaving 7,631 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

CIBC Private Wealth Group first reported a position in LNC in Q2 2015 and has held it in 28 quarters since. The position peaked at $895K in Q1 2018. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • CIBC Private Wealth Group held 7,631 shares of Lincoln National worth $340K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,674 Lincoln National shares in Q4 2025, an estimated $69.7K.
  • Lincoln National made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #989 holding.
  • CIBC Private Wealth Group first reported a position in Lincoln National in Q2 2015 and has held it in 28 quarters since.
  • CIBC Private Wealth Group's Lincoln National position peaked at $895K in Q1 2018.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.