NC
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NewSquare Capital’s Lincoln National LNC Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-87
Closed -$3.01K – 770
2025
Q2 		$3.01K Buy
87
+72
+480% +$2.35K ﹤0.01% 896
2025
Q1 		$539 Buy
+15
New +$532 ﹤0.01% 1016

Other funds holding LNC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NewSquare Capital's LNC Position: Q3 2025 in Review

NewSquare Capital sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 87 shares — an estimated $3.01K sold.

NewSquare Capital first reported a position in LNC in Q1 2025 and held it in 2 quarters. The position peaked at $3.01K in Q2 2025. 605 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • NewSquare Capital reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 87 Lincoln National shares in Q3 2025, an estimated $3.01K.
  • NewSquare Capital first reported a position in Lincoln National in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's Lincoln National position peaked at $3.01K in Q2 2025.
  • 605 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.