Kestra Advisory Services’s Lincoln National LNC Stock Holding History

Kestra Advisory Services’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	$2.25M	Buy	63,254 +15,607	+33%	+$600K	0.01%	1230
2025 Q4	$2.12M	Buy	47,647 +1,985	+4%	+$82.7K	0.01%	1174
2025 Q3	$1.84M	Sell	45,662 -12,346	-21%	-$477K	0.01%	1202
2025 Q2	$2.01M	Buy	58,008 +7,383	+15%	+$241K	0.01%	1077
2025 Q1	$1.82M	Sell	50,625 -10,472	-17%	-$372K	0.01%	1028
2024 Q4	$1.94M	Buy	61,097 +20,510	+51%	+$684K	0.01%	1021
2024 Q3	$1.28M	Buy	40,587 +3,006	+8%	+$93.7K	0.01%	1186
2024 Q2	$842K	Buy	37,581 +4,815	+15%	+$146K	﹤0.01%	1432
2024 Q1	$1.05M	Buy	32,766 +11,110	+51%	+$307K	0.01%	1212
2023 Q4	$584K	Sell	21,656 -6,407	-23%	-$154K	﹤0.01%	1427
2023 Q3	$693K	Buy	28,063 +11,472	+69%	+$300K	0.01%	1190
2023 Q2	$427K	Buy	16,591 +6,822	+70%	+$150K	﹤0.01%	1407
2023 Q1	$220K	Sell	9,769 -4,522	-32%	-$134K	﹤0.01%	1776
2022 Q4	$439K	Buy	+14,291	New	+$567K	﹤0.01%	1487
2022 Q3	–	Sell	-5,203	Closed	-$243K	–	2183
2022 Q2	$243K	Buy	5,203 +669	+15%	+$38.2K	﹤0.01%	1773
2022 Q1	$296K	Sell	4,534 -1,687	-27%	-$115K	﹤0.01%	1602
2021 Q4	$425K	Buy	6,221 +301	+5%	+$21.2K	﹤0.01%	1402
2021 Q3	$407K	Buy	5,920 +1,284	+28%	+$83.9K	﹤0.01%	1494
2021 Q2	$291K	Buy	4,636 +1,162	+33%	+$76.7K	﹤0.01%	1582
2021 Q1	$216K	Sell	3,474 -7,580	-69%	-$419K	﹤0.01%	1686
2020 Q4	$548K	Buy	+11,054	New	+$470K	0.01%	1161

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

Kestra Advisory Services's LNC Position: Q1 2026 in Review

Kestra Advisory Services increased its Lincoln National (LNC) stake by 33% in Q1 2026, buying an estimated $600K and bringing the position to 63,254 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #1230.

Kestra Advisory Services first reported a position in LNC in Q4 2020 and has held it in 21 quarters since. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Kestra Advisory Services held 63,254 shares of Lincoln National worth $2.25M as of Q1 2026.
Kestra Advisory Services bought 15,607 Lincoln National shares in Q1 2026, an estimated $600K.
Lincoln National made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1230 holding.
Kestra Advisory Services first reported a position in Lincoln National in Q4 2020 and has held it in 21 quarters since.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.