Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Lincoln National LNC Stock Holding History

Kovitz Investment Group Partners’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
-49,233
Closed -$2.19M – 501
2025
Q4 		$2.19M Sell
49,233
-32,540
-40% -$1.36M 0.05% 222
2025
Q3 		$3.3M Sell
81,773
-4,075
-5% -$158K 0.01% 538
2025
Q2 		$2.97M Buy
85,848
+57,959
+208% +$1.9M 0.01% 540
2025
Q1 		$1M Buy
27,889
+1,469
+6% +$52.1K 0.01% 738
2024
Q4 		$838K Sell
26,420
-920
-3% -$30.7K ﹤0.01% 757
2024
Q3 		$792K Buy
+27,340
New +$852K 0.01% 677

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Dimensional Fund Advisors
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Massachusetts Financial Services
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State Street
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T. Rowe Price Associates
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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

Kovitz Investment Group Partners's LNC Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 49,233 shares — an estimated $2.19M sold.

Kovitz Investment Group Partners first reported a position in LNC in Q3 2024 and held it in 6 quarters. The position peaked at $3.3M in Q3 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 49,233 Lincoln National shares in Q1 2026, an estimated $2.19M.
  • Kovitz Investment Group Partners first reported a position in Lincoln National in Q3 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's Lincoln National position peaked at $3.3M in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.