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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
2025
Q3 		– Sell
-13,696
Closed -$485K – 767
2025
Q2 		$485K Buy
13,696
+5,591
+69% +$183K 0.01% 380
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kestra Investment Management's LNC Position: Q3 2025 in Review

Kestra Investment Management sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 13,696 shares — an estimated $485K sold.

Kestra Investment Management first reported a position in LNC in Q3 2024 and held it in 4 quarters. The position peaked at $485K in Q2 2025. 604 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Kestra Investment Management reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 13,696 Lincoln National shares in Q3 2025, an estimated $485K.
  • Kestra Investment Management first reported a position in Lincoln National in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's Lincoln National position peaked at $485K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.