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Ritholtz Wealth Management’s Lincoln National LNC Stock Holding History

Ritholtz Wealth Management’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
-22,092
Closed -$984K – 1245
2025
Q4 		$984K Buy
22,092
+8,942
+68% +$372K 0.02% 531
2025
Q3 		$530K Buy
+13,150
New +$509K 0.01% 666

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

Ritholtz Wealth Management's LNC Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 22,092 shares — an estimated $984K sold.

Ritholtz Wealth Management first reported a position in LNC in Q3 2025 and held it in 2 quarters. The position peaked at $984K in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 22,092 Lincoln National shares in Q1 2026, an estimated $984K.
  • Ritholtz Wealth Management first reported a position in Lincoln National in Q3 2025 and held it in 2 quarters.
  • Ritholtz Wealth Management's Lincoln National position peaked at $984K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.