Meriwether Wealth & Planning’s Lincoln National LNC Stock Holding History

Meriwether Wealth & Planning’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	$4.75K	Buy	+118	New	+$5.03K	﹤0.01%	521

Other funds holding LNC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Meriwether Wealth & Planning's LNC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Lincoln National (LNC) in Q3 2026: 118 shares worth $4.75K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings.

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

Meriwether Wealth & Planning held 118 shares of Lincoln National worth $4.75K as of Q3 2026.
Lincoln National was a new Meriwether Wealth & Planning position in Q3 2026.
Lincoln National made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #521 holding.
373 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.