Kestra Investment Management
LNC icon

Kestra Investment Management’s Lincoln National LNC Stock Holding History

Kestra Investment Management’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
Q2 		$222K Buy
+6,290
New +$226K ﹤0.01% 488
2025
Q3 		– Sell
-5,591
Closed -$193K – 622
2025
Q2 		$193K Sell
5,591
-2,514
-31% -$82.2K 0.01% 436
2025
Q1 		$291K Sell
8,105
-3,638
-31% -$129K 0.01% 333
2024
Q4 		$372K Sell
11,743
-501
-4% -$16.7K 0.01% 277
2024
Q3 		$386K Buy
+12,244
New +$382K 0.02% 237

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Investment Management's LNC Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Lincoln National (LNC) in Q2 2026: 6,290 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in LNC as recently as Q2 2025.

Kestra Investment Management first reported a position in LNC in Q3 2024 and has held it in 5 quarters since. The position peaked at $386K in Q3 2024. 620 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Kestra Investment Management held 6,290 shares of Lincoln National worth $222K as of Q2 2026.
  • Lincoln National was a new Kestra Investment Management position in Q2 2026.
  • Lincoln National made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #488 holding.
  • Kestra Investment Management first reported a position in Lincoln National in Q3 2024 and has held it in 5 quarters since.
  • Kestra Investment Management's Lincoln National position peaked at $386K in Q3 2024.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.