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Kingswood Wealth Advisors’s Lincoln National LNC Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-4,680
Closed -$208K – 953
2025
Q4 		$208K Buy
+4,680
New +$195K 0.01% 814

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kingswood Wealth Advisors's LNC Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 4,680 shares — an estimated $208K sold.

Kingswood Wealth Advisors first reported a position in LNC in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,680 Lincoln National shares in Q1 2026, an estimated $208K.
  • Kingswood Wealth Advisors first reported a position in Lincoln National in Q4 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Lincoln National position peaked at $208K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.