Raymond James Financial
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Raymond James Financial’s Lincoln National LNC Stock Holding History

Raymond James 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 		$12.9M Buy
362,521
+70,636
+24% +$2.71M ﹤0.01% 1809
2025
Q4 		$13M Sell
291,885
-22,042
-7% -$918K ﹤0.01% 1760
2025
Q3 		$12.7M Buy
313,927
+7,461
+2% +$289K ﹤0.01% 1743
2025
Q2 		$10.6M Buy
306,466
+39,262
+15% +$1.28M ﹤0.01% 1821
2025
Q1 		$9.6M Buy
267,204
+10,018
+4% +$355K ﹤0.01% 1840
2024
Q4 		$8.16M Buy
+257,186
New +$8.57M ﹤0.01% 1999

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 $481B AUM 30.42% 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

Raymond James Financial's LNC Position: Q1 2026 in Review

Raymond James Financial increased its Lincoln National (LNC) stake by 24% in Q1 2026, buying an estimated $2.71M and bringing the position to 362,521 shares worth $12.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Raymond James Financial first reported a position in LNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $13M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Raymond James Financial held 362,521 shares of Lincoln National worth $12.9M as of Q1 2026.
  • Raymond James Financial bought 70,636 Lincoln National shares in Q1 2026, an estimated $2.71M.
  • Lincoln National made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1809 holding.
  • Raymond James Financial first reported a position in Lincoln National in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Lincoln National position peaked at $13M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.