MBL Wealth
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MBL Wealth’s Lincoln National LNC Stock Holding History

MBL Wealth’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 		$200K Buy
+4,976
New +$212K 0.01% 590

Other funds holding LNC

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MBL Wealth's LNC Position: Q3 2026 in Review

MBL Wealth opened a new position in Lincoln National (LNC) in Q3 2026: 4,976 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #590 among its holdings.

464 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • MBL Wealth held 4,976 shares of Lincoln National worth $200K as of Q3 2026.
  • Lincoln National was a new MBL Wealth position in Q3 2026.
  • Lincoln National made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #590 holding.
  • 464 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.