Key Financial Inc’s Lincoln National LNC Stock Holding History

Key Financial Inc’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	$3.55K	Hold	100	–	–	﹤0.01%	1096
2025 Q4	$4.45K	Hold	100	–	–	﹤0.01%	1054
2025 Q3	$4.01K	Hold	100	–	–	﹤0.01%	1087
2025 Q2	$3.46K	Hold	100	–	–	﹤0.01%	1099
2025 Q1	$3.59K	Hold	100	–	–	﹤0.01%	1066
2024 Q4	$3.17K	Hold	100	–	–	﹤0.01%	1081
2024 Q3	$3.15K	Hold	100	–	–	﹤0.01%	1054
2024 Q2	$3.11K	Hold	100	–	–	﹤0.01%	1054
2024 Q1	$3.19K	Hold	100	–	–	﹤0.01%	1039
2023 Q4	$2.7K	Hold	100	–	–	﹤0.01%	1058
2023 Q3	$2.47K	Hold	100	–	–	﹤0.01%	1083
2023 Q2	$2.58K	Hold	100	–	–	﹤0.01%	1131
2023 Q1	$2.25K	Hold	100	–	–	﹤0.01%	941
2022 Q4	$4.39K	Hold	100	–	–	﹤0.01%	813
2022 Q3	$4K	Sell	100 -1,285	-93%	-$61.9K	﹤0.01%	835
2022 Q2	$66K	Hold	1,385	–	–	0.04%	313
2022 Q1	$91K	Sell	1,385 -544	-28%	-$37.2K	0.05%	271
2021 Q4	$132K	Hold	1,929	–	–	0.07%	195
2021 Q3	$133K	Buy	1,929 +100	+5%	+$6.53K	0.08%	186
2021 Q2	$113K	Buy	1,829 +829	+83%	+$54.7K	0.06%	210
2021 Q1	$62K	Hold	1,000	–	–	0.04%	245
2020 Q4	$50K	Buy	+1,000	New	+$42.5K	0.04%	245
2020 Q2	–	Sell	-1,000	Closed	-$27K	–	395
2020 Q1	$27K	Buy	+1,000	New	+$47.5K	0.03%	298

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

Key Financial Inc's LNC Position: Q1 2026 in Review

Key Financial Inc held its Lincoln National (LNC) position steady in Q1 2026 at 100 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Key Financial Inc first reported a position in LNC in Q1 2020 and has held it in 23 quarters since. The position peaked at $133K in Q3 2021. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Key Financial Inc held 100 shares of Lincoln National worth $3.55K as of Q1 2026.
Key Financial Inc left its Lincoln National share count unchanged in Q1 2026.
Lincoln National made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1096 holding.
Key Financial Inc first reported a position in Lincoln National in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Lincoln National position peaked at $133K in Q3 2021.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.