New Century Financial Group’s Lincoln National LNC Stock Holding History

New Century Financial Group’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
2025 Q4	–	Sell	-42,544	Closed	-$1.72M	–	36
2025 Q3	$1.72M	Sell	42,544 -1,135	-3%	-$43.9K	3.05%	3
2025 Q2	$1.51M	Buy	43,679 +32,549	+292%	+$1.06M	1.77%	14
2025 Q1	$400K	Sell	11,130 -31,989	-74%	-$1.13M	0.46%	71
2024 Q4	$1.4M	Buy	43,119 +662	+2%	+$22.1K	0.59%	39
2024 Q3	$1.34M	Sell	42,457 -15	-0%	-$468	0.49%	45
2024 Q2	$1.32M	Sell	42,472 -834	-2%	-$25.2K	0.56%	36
2024 Q1	$1.38M	Buy	43,306 +56	+0.1%	+$1.55K	0.96%	18
2023 Q4	$1.17M	Buy	+43,250	New	+$1.04M	1.01%	14

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

New Century Financial Group's LNC Position: Q4 2025 in Review

New Century Financial Group sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 42,544 shares — an estimated $1.72M sold.

New Century Financial Group first reported a position in LNC in Q4 2023 and held it in 8 quarters. The position peaked at $1.72M in Q3 2025. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

New Century Financial Group reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 42,544 Lincoln National shares in Q4 2025, an estimated $1.72M.
New Century Financial Group first reported a position in Lincoln National in Q4 2023 and held it in 8 quarters.
New Century Financial Group's Lincoln National position peaked at $1.72M in Q3 2025.
627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.