Cyndeo Wealth Partners’s Lincoln National LNC Stock Holding History

Cyndeo Wealth Partners’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	-224,376	Closed	-$9.99M	–	505
2025 Q4	$9.99M	Buy	224,376 +7,611	+4%	+$317K	0.54%	49
2025 Q3	$8.74M	Sell	216,765 -4,853	-2%	-$188K	0.49%	54
2025 Q2	$7.67M	Buy	+221,618	New	+$7.25M	0.45%	66

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Cyndeo Wealth Partners's LNC Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 224,376 shares — an estimated $9.99M sold.

Cyndeo Wealth Partners first reported a position in LNC in Q2 2025 and held it in 3 quarters. The position peaked at $9.99M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Cyndeo Wealth Partners reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 224,376 Lincoln National shares in Q1 2026, an estimated $9.99M.
Cyndeo Wealth Partners first reported a position in Lincoln National in Q2 2025 and held it in 3 quarters.
Cyndeo Wealth Partners's Lincoln National position peaked at $9.99M in Q4 2025.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.