LPL Financial
LNC icon

LPL Financial’s Lincoln National LNC Stock Holding History

LPL 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
Q1 		$749K Sell
21,100
-109,000
-84% -$4.19M ﹤0.01% 4416
2025
Q4 		$5.79M Sell
130,100
-20,700
-14% -$862K ﹤0.01% 2408
2025
Q3 		$6.08M Buy
150,800
+96,400
+177% +$3.73M ﹤0.01% 2296
2025
Q2 		$1.88M Sell
54,400
-106,700
-66% -$3.49M ﹤0.01% 3180
2025
Q1 		$5.79M Buy
+161,100
New +$5.72M ﹤0.01% 2030
2024
Q4 		– Sell
-89,600
Closed -$2.82M – 5380
2024
Q3 		$2.82M Buy
89,600
+80,300
+863% +$2.5M ﹤0.01% 2420
2024
Q2 		$289K Buy
+9,300
New +$281K ﹤0.01% 4293
2023
Q4 		– Sell
-8,600
Closed -$212K – 4853
2023
Q3 		$212K Sell
8,600
-83,800
-91% -$2.19M ﹤0.01% 4187
2023
Q2 		$2.38M Buy
+92,400
New +$2.03M ﹤0.01% 2095

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's LNC Position: Q1 2026 in Review

LPL Financial increased its Lincoln National (LNC) stake by 27% in Q1 2026, buying an estimated $5.41M and bringing the position to 661,974 shares worth $23.5M. The position accounts for 0.01% of the portfolio, ranked #1353.

LPL Financial first reported a position in LNC in Q2 2013 and has held it in 51 quarters since. The position peaked at $23.5M in Q4 2024. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • LPL Financial held 661,974 shares of Lincoln National worth $23.5M as of Q1 2026.
  • LPL Financial bought 140,841 Lincoln National shares in Q1 2026, an estimated $5.41M.
  • Lincoln National made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1353 holding.
  • LPL Financial first reported a position in Lincoln National in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Lincoln National position peaked at $23.5M in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.