Cornerstone Planning Group’s Lincoln National LNC Stock Holding History

Cornerstone Planning 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	–	Sell	-2	Closed	-$81	–	1786
2025 Q3	$81	Buy	+2	New	+$77	﹤0.01%	1657

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Cornerstone Planning Group's LNC Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 2 shares — an estimated $81 sold.

Cornerstone Planning Group first reported a position in LNC in Q3 2025 and held it in 1 quarter. The position peaked at $81 in Q3 2025. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

Cornerstone Planning Group reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
Cornerstone Planning Group sold 2 Lincoln National shares in Q4 2025, an estimated $81.
Cornerstone Planning Group first reported a position in Lincoln National in Q3 2025 and held it in 1 quarter.
Cornerstone Planning Group's Lincoln National position peaked at $81 in Q3 2025.
627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.