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Prosperitas Financial’s Lincoln National LNC Stock Holding History

Prosperitas Financial’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
-92,157
Closed -$4.1M – 96
2025
Q4 		$4.1M Buy
92,157
+8,294
+10% +$345K 1.6% 23
2025
Q3 		$3.38M Buy
83,863
+7,312
+10% +$283K 1.4% 28
2025
Q2 		$2.65M Buy
76,551
+14,084
+23% +$461K 1.24% 31
2025
Q1 		$2.24M Buy
+62,467
New +$2.22M 1.16% 32

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prosperitas Financial's LNC Position: Q1 2026 in Review

Prosperitas Financial sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 92,157 shares — an estimated $4.1M sold.

Prosperitas Financial first reported a position in LNC in Q1 2025 and held it in 4 quarters. The position peaked at $4.1M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Prosperitas Financial reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Prosperitas Financial sold 92,157 Lincoln National shares in Q1 2026, an estimated $4.1M.
  • Prosperitas Financial first reported a position in Lincoln National in Q1 2025 and held it in 4 quarters.
  • Prosperitas Financial's Lincoln National position peaked at $4.1M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.