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Principal Securities’s Lincoln National LNC Stock Holding History

Principal Securities’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
-267
Closed -$10.8K – 2602
2025
Q3 		$10.8K Buy
267
+184
+222% +$7.12K ﹤0.01% 2685
2025
Q2 		$2.87K Sell
83
-449
-84% -$14.7K ﹤0.01% 3031
2025
Q1 		$16.9K Hold
532
– – ﹤0.01% 2302
2024
Q4 		$16.9K Buy
532
+62
+13% +$2.07K ﹤0.01% 2299
2024
Q3 		$14.8K Sell
470
-81
-15% -$2.52K ﹤0.01% 2268
2024
Q2 		$17.1K Sell
551
-17
-3% -$514 ﹤0.01% 2140
2024
Q1 		$18.1K Sell
568
-143
-20% -$3.95K ﹤0.01% 2054
2023
Q4 		$19.2K Buy
+711
New +$17.1K ﹤0.01% 1938

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

Principal Securities's LNC Position: Q4 2025 in Review

Principal Securities sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 267 shares — an estimated $10.8K sold.

Principal Securities first reported a position in LNC in Q4 2023 and held it in 8 quarters. The position peaked at $19.2K in Q4 2023. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • Principal Securities reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 267 Lincoln National shares in Q4 2025, an estimated $10.8K.
  • Principal Securities first reported a position in Lincoln National in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Lincoln National position peaked at $19.2K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.