Rise Advisors’s Lincoln National LNC Stock Holding History

Rise 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
2025 Q4	–	Sell	-17	Closed	-$686	–	853
2025 Q3	$686	Hold	17	–	–	﹤0.01%	1333
2025 Q2	$588	Buy	+17	New	+$556	﹤0.01%	1378
2023 Q4	–	Sell	-1,024	Closed	-$25.3K	–	650
2023 Q3	$25.3K	Sell	1,024 -476	-32%	-$12.4K	0.02%	206
2023 Q2	$38.6K	Buy	+1,500	New	+$32.9K	0.03%	172

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Rise Advisors's LNC Position: Q4 2025 in Review

Rise Advisors sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 17 shares — an estimated $686 sold.

Rise Advisors first reported a position in LNC in Q2 2023 and held it in 4 quarters. The position peaked at $38.6K in Q2 2023. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

Rise Advisors reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 17 Lincoln National shares in Q4 2025, an estimated $686.
Rise Advisors first reported a position in Lincoln National in Q2 2023 and held it in 4 quarters.
Rise Advisors's Lincoln National position peaked at $38.6K in Q2 2023.
626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.