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Moneta Group Investment Advisors’s Lincoln National LNC Stock Holding History

Moneta Group Investment Advisors’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 		$217K Buy
6,106
+1,009
+20% +$38.8K ﹤0.01% 745
2025
Q4 		$227K Buy
5,097
+50
+1% +$2.08K ﹤0.01% 728
2025
Q3 		$204K Buy
+5,047
New +$195K ﹤0.01% 755
2020
Q1 		– Sell
-8,761
Closed -$517K – 264
2019
Q4 		$517K Sell
8,761
-63,984
-88% -$3.77M 0.04% 164
2019
Q3 		$4.39M Sell
72,745
-83,857
-54% -$5.02M 0.41% 47
2019
Q2 		$10.1M Buy
156,602
+9
+0% +$575 0.99% 21
2019
Q1 		$9.19M Sell
156,593
-4
-0% -$237 0.96% 22
2018
Q4 		$8.04M Buy
156,597
+2,047
+1% +$124K 0.96% 24
2018
Q3 		$10.5M Sell
154,550
-2,135
-1% -$141K 1.07% 21
2018
Q2 		$9.75M Buy
156,685
+141,005
+899% +$9.65M 1.09% 19
2018
Q1 		$1.15M Buy
15,680
+1,965
+14% +$154K 0.15% 72
2017
Q4 		$1.05M Sell
13,715
-280
-2% -$21.2K 0.16% 69
2017
Q3 		$1.03M Sell
13,995
-28,510
-67% -$2.01M 0.16% 66
2017
Q2 		$2.87M Buy
42,505
+28,690
+208% +$1.9M 0.47% 35
2017
Q1 		$904K Buy
13,815
+655
+5% +$44.8K 0.18% 52
2016
Q4 		$872K Sell
13,160
-442
-3% -$25.7K 0.18% 54
2016
Q3 		$639K Sell
13,602
-17,438
-56% -$781K 0.15% 65
2016
Q2 		$1.2M Buy
31,040
+2,900
+10% +$123K 0.26% 58
2016
Q1 		$1.1M Buy
28,140
+17,510
+165% +$684K 0.25% 57
2015
Q4 		$534K Sell
10,630
-3,900
-27% -$204K 0.13% 71
2015
Q3 		$690K Sell
14,530
-1,200
-8% -$64.3K 0.19% 55
2015
Q2 		$932K Buy
15,730
+2,110
+15% +$124K 0.28% 42
2015
Q1 		$783K Sell
13,620
-220
-2% -$12.3K 0.34% 56
2014
Q4 		$798K Sell
13,840
-430
-3% -$23.4K 0.38% 42
2014
Q3 		$765K Buy
14,270
+455
+3% +$24.2K 0.4% 42
2014
Q2 		$711K Buy
13,815
+600
+5% +$29.6K 0.38% 44
2014
Q1 		$670K Buy
13,215
+665
+5% +$33.4K 0.4% 41
2013
Q4 		$648K Sell
12,550
-1,875
-13% -$89.8K 0.39% 43
2013
Q3 		$606K Buy
+14,425
New +$609K 0.4% 47

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

Moneta Group Investment Advisors's LNC Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Lincoln National (LNC) stake by 20% in Q1 2026, buying an estimated $38.8K and bringing the position to 6,106 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Moneta Group Investment Advisors first reported a position in LNC in Q3 2013 and has held it in 29 quarters since. The position peaked at $10.5M in Q3 2018. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Moneta Group Investment Advisors held 6,106 shares of Lincoln National worth $217K as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,009 Lincoln National shares in Q1 2026, an estimated $38.8K.
  • Lincoln National made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #745 holding.
  • Moneta Group Investment Advisors first reported a position in Lincoln National in Q3 2013 and has held it in 29 quarters since.
  • Moneta Group Investment Advisors's Lincoln National position peaked at $10.5M in Q3 2018.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.