GRP
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Global Retirement Partners’s Lincoln National LNC Stock Holding History

Global Retirement 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
2025
Q4 		$162K Buy
3,641
+2,317
+175% +$96.5K ﹤0.01% 1594
2025
Q3 		$53.4K Sell
1,324
-72
-5% -$2.78K ﹤0.01% 1851
2025
Q2 		$48.3K Buy
+1,396
New +$45.7K ﹤0.01% 1790
2024
Q4 		$44.1K Sell
1,392
-151
-10% -$5.03K ﹤0.01% 1679
2024
Q3 		$48.6K Sell
1,543
-144
-9% -$4.49K ﹤0.01% 1569
2024
Q2 		$52.5K Buy
1,687
+20
+1% +$605 ﹤0.01% 1517
2024
Q1 		$53.2K Buy
1,667
+410
+33% +$11.3K ﹤0.01% 1388
2023
Q4 		$34.1K Sell
1,257
-367
-23% -$8.82K ﹤0.01% 1530
2023
Q3 		$37.8K Sell
1,624
-393
-19% -$10.3K ﹤0.01% 1397
2023
Q2 		$52K Buy
2,017
+182
+10% +$4K ﹤0.01% 1251
2023
Q1 		$37.6K Buy
1,835
+1,132
+161% +$33.7K ﹤0.01% 1359
2022
Q4 		$21.6K Buy
703
+330
+88% +$13.1K ﹤0.01% 1446
2022
Q3 		$20K Buy
373
+6
+2% +$289 ﹤0.01% 1395
2022
Q2 		$17K Buy
367
+22
+6% +$1.25K ﹤0.01% 1414
2022
Q1 		$18K Buy
345
+319
+1,227% +$21.8K ﹤0.01% 1390
2021
Q4 		$2K Buy
+26
New +$1.83K ﹤0.01% 222
2019
Q4 		– Sell
-712
Closed -$43K – 1671
2019
Q3 		$43K Hold
712
– – 0.01% 658
2019
Q2 		$46K Hold
712
– – 0.01% 628
2019
Q1 		$42K Sell
712
-500
-41% -$29.6K 0.01% 587
2018
Q4 		$62K Sell
1,212
-100
-8% -$6.08K 0.02% 469
2018
Q3 		$89K Hold
1,312
– – 0.02% 424
2018
Q2 		$82K Buy
1,312
+100
+8% +$6.84K 0.02% 421
2018
Q1 		$89K Hold
1,212
– – 0.02% 399
2017
Q4 		$93K Sell
1,212
-429
-26% -$32.5K 0.03% 375
2017
Q3 		$121K Hold
1,641
– – 0.05% 294
2017
Q2 		$111K Buy
+1,641
New +$109K 0.05% 289

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

Global Retirement Partners's LNC Position: Q4 2025 in Review

Global Retirement Partners increased its Lincoln National (LNC) stake by 175% in Q4 2025, buying an estimated $96.5K and bringing the position to 3,641 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Global Retirement Partners first reported a position in LNC in Q2 2017 and has held it in 26 quarters since. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • Global Retirement Partners held 3,641 shares of Lincoln National worth $162K as of Q4 2025.
  • Global Retirement Partners bought 2,317 Lincoln National shares in Q4 2025, an estimated $96.5K.
  • Lincoln National made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1594 holding.
  • Global Retirement Partners first reported a position in Lincoln National in Q2 2017 and has held it in 26 quarters since.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.