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Oxbow Advisors’s Lincoln National LNC Stock Holding History

Oxbow 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 		– Sell
-231,208
Closed -$10.3M – 261
2025
Q4 		$10.3M Buy
231,208
+41,817
+22% +$1.74M 0.91% 22
2025
Q3 		$7.64M Sell
189,391
-1,081
-0.6% -$41.8K 0.71% 30
2025
Q2 		$6.59M Buy
+190,472
New +$6.23M 0.72% 35

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oxbow Advisors's LNC Position: Q1 2026 in Review

Oxbow Advisors sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 231,208 shares — an estimated $10.3M sold.

Oxbow Advisors first reported a position in LNC in Q2 2025 and held it in 3 quarters. The position peaked at $10.3M in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Oxbow Advisors reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Oxbow Advisors sold 231,208 Lincoln National shares in Q1 2026, an estimated $10.3M.
  • Oxbow Advisors first reported a position in Lincoln National in Q2 2025 and held it in 3 quarters.
  • Oxbow Advisors's Lincoln National position peaked at $10.3M in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.