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Halbert Hargrove Global Advisors’s Lincoln National LNC Stock Holding History

Halbert Hargrove Global Advisors’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
-61
Closed -$2.46K – 585
2025
Q3 		$2.46K Buy
+61
New +$2.36K ﹤0.01% 524

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

Halbert Hargrove Global Advisors's LNC Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 61 shares — an estimated $2.46K sold.

Halbert Hargrove Global Advisors first reported a position in LNC in Q3 2025 and held it in 1 quarter. The position peaked at $2.46K in Q3 2025. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 61 Lincoln National shares in Q4 2025, an estimated $2.46K.
  • Halbert Hargrove Global Advisors first reported a position in Lincoln National in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Lincoln National position peaked at $2.46K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.