Keynote Financial Services’s Lincoln National LNC Stock Holding History

Keynote Financial 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	$1.07M	Buy	30,125 +90	+0.3%	+$3.46K	0.57%	53
2025 Q4	$1.34M	Sell	30,035 -83	-0.3%	-$3.46K	0.75%	40
2025 Q3	$1.21M	Sell	30,118 -813	-3%	-$31.4K	0.73%	42
2025 Q2	$1.07M	Sell	30,931 -800	-3%	-$26.2K	0.72%	43
2025 Q1	$1.14M	Sell	31,731 -135	-0.4%	-$4.79K	0.81%	33
2024 Q4	$1.01M	Sell	31,866 -1,625	-5%	-$54.2K	0.78%	37
2024 Q3	$1.06M	Sell	33,491 -2,070	-6%	-$64.5K	0.81%	38
2024 Q2	$1.11M	Hold	35,561	–	–	0.93%	31
2024 Q1	$1.14M	Buy	+35,561	New	+$982K	0.95%	31

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

Keynote Financial Services's LNC Position: Q1 2026 in Review

Keynote Financial Services increased its Lincoln National (LNC) stake by 0.3% in Q1 2026, buying an estimated $3.46K and bringing the position to 30,125 shares worth $1.07M. The position accounts for 0.57% of the portfolio, ranked #53.

Keynote Financial Services first reported a position in LNC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Keynote Financial Services held 30,125 shares of Lincoln National worth $1.07M as of Q1 2026.
Keynote Financial Services bought 90 Lincoln National shares in Q1 2026, an estimated $3.46K.
Lincoln National made up 0.57% of Keynote Financial Services's portfolio in Q1 2026, its #53 holding.
Keynote Financial Services first reported a position in Lincoln National in Q1 2024 and has held it in 9 quarters since.
Keynote Financial Services's Lincoln National position peaked at $1.34M in Q4 2025.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.