Lantz Financial
LNC icon

Lantz Financial’s Lincoln National LNC Stock Holding History

Lantz Financial’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
Q3 		$484K Hold
12,022
– – 0.09% 185
2026
Q2 		$425K Sell
12,022
-3
-0% -$108 0.08% 190
2026
Q1 		$427K Sell
12,025
-131
-1% -$5.03K 0.09% 178
2025
Q4 		$541K Buy
12,156
+465
+4% +$19.4K 0.11% 154
2025
Q3 		$472K Buy
+11,691
New +$452K 0.1% 161

Other funds holding LNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lantz Financial's LNC Position: Q3 2026 in Review

Lantz Financial held its Lincoln National (LNC) position steady in Q3 2026 at 12,022 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #185.

Lantz Financial first reported a position in LNC in Q3 2025 and has held it in 5 quarters since. The position peaked at $541K in Q4 2025. 307 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • Lantz Financial held 12,022 shares of Lincoln National worth $484K as of Q3 2026.
  • Lantz Financial left its Lincoln National share count unchanged in Q3 2026.
  • Lincoln National made up 0.09% of Lantz Financial's portfolio in Q3 2026, its #185 holding.
  • Lantz Financial first reported a position in Lincoln National in Q3 2025 and has held it in 5 quarters since.
  • Lantz Financial's Lincoln National position peaked at $541K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.