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New Age Alpha Advisors’s Lincoln National LNC Stock Holding History

New Age Alpha 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 		$826K Sell
23,256
-555
-2% -$21.3K 0.04% 436
2025
Q4 		$1.06M Buy
23,811
+785
+3% +$32.7K 0.05% 394
2025
Q3 		$929K Sell
23,026
-416
-2% -$16.1K 0.04% 429
2025
Q2 		$811K Sell
23,442
-1,162
-5% -$38K 0.04% 439
2025
Q1 		$884K Buy
24,604
+1,096
+5% +$38.9K 0.04% 454
2024
Q4 		$745K Buy
+23,508
New +$783K 0.03% 483

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

New Age Alpha Advisors's LNC Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Lincoln National (LNC) stake by 2.3% in Q1 2026, selling an estimated $21.3K and leaving 23,256 shares worth $826K. The position accounts for 0.04% of the portfolio, ranked #436.

New Age Alpha Advisors first reported a position in LNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • New Age Alpha Advisors held 23,256 shares of Lincoln National worth $826K as of Q1 2026.
  • New Age Alpha Advisors sold 555 Lincoln National shares in Q1 2026, an estimated $21.3K.
  • Lincoln National made up 0.04% of New Age Alpha Advisors's portfolio in Q1 2026, its #436 holding.
  • New Age Alpha Advisors first reported a position in Lincoln National in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Lincoln National position peaked at $1.06M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.