NP
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NorthRock Partners’s Lincoln National LNC Stock Holding History

NorthRock Partners’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
-10,508
Closed -$424K – 786
2025
Q3 		$424K Buy
10,508
+206
+2% +$7.97K 0.01% 587
2025
Q2 		$356K Buy
10,302
+906
+10% +$29.6K 0.01% 493
2025
Q1 		$337K Sell
9,396
-481
-5% -$17.1K 0.01% 445
2024
Q4 		$313K Sell
9,877
-356
-3% -$11.9K 0.01% 458
2024
Q3 		$322K Sell
10,233
-472
-4% -$14.7K 0.01% 475
2024
Q2 		$333K Sell
10,705
-587
-5% -$17.8K 0.01% 444
2024
Q1 		$361K Sell
11,292
-535
-5% -$14.8K 0.01% 436
2023
Q4 		$319K Buy
+11,827
New +$284K 0.01% 447

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

NorthRock Partners's LNC Position: Q4 2025 in Review

NorthRock Partners sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 10,508 shares — an estimated $424K sold.

NorthRock Partners first reported a position in LNC in Q4 2023 and held it in 8 quarters. The position peaked at $424K in Q3 2025. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • NorthRock Partners reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 10,508 Lincoln National shares in Q4 2025, an estimated $424K.
  • NorthRock Partners first reported a position in Lincoln National in Q4 2023 and held it in 8 quarters.
  • NorthRock Partners's Lincoln National position peaked at $424K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.