Focus Partners Wealth
LNC icon

Focus Partners Wealth’s Lincoln National LNC Stock Holding History

Focus Partners Wealth’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 		$13M Buy
366,763
+25,033
+7% +$962K 0.01% 635
2025
Q4 		$15.2M Buy
341,730
+30,132
+10% +$1.25M 0.02% 560
2025
Q3 		$12.6M Buy
311,598
+293,284
+1,601% +$11.3M 0.02% 501
2025
Q2 		$634K Sell
18,314
-1,216
-6% -$39.8K ﹤0.01% 1319
2025
Q1 		$701K Buy
19,530
+5,486
+39% +$195K ﹤0.01% 1198
2024
Q4 		$445K Buy
+14,044
New +$468K ﹤0.01% 1383

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Focus Partners Wealth increased its Lincoln National (LNC) stake by 7.3% in Q1 2026, buying an estimated $962K and bringing the position to 366,763 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #635.

Focus Partners Wealth first reported a position in LNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Focus Partners Wealth held 366,763 shares of Lincoln National worth $13M as of Q1 2026.
  • Focus Partners Wealth bought 25,033 Lincoln National shares in Q1 2026, an estimated $962K.
  • Lincoln National made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #635 holding.
  • Focus Partners Wealth first reported a position in Lincoln National in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's Lincoln National position peaked at $15.2M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.