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Roehl & Yi Investment Advisors’s Lincoln National LNC Stock Holding History

Roehl & Yi Investment 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
2026
Q2 		– Sell
-6,614
Closed -$235K – 199
2026
Q1 		$235K Hold
6,614
– – 0.09% 153
2025
Q4 		$295K Hold
6,614
– – 0.12% 132
2025
Q3 		$267K Hold
6,614
– – 0.12% 133
2025
Q2 		$229K Hold
6,614
– – 0.12% 133
2025
Q1 		$238K Hold
6,614
– – 0.13% 135
2024
Q4 		$210K Buy
+6,614
New +$220K 0.12% 143

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Roehl & Yi Investment Advisors's LNC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 6,614 shares — an estimated $235K sold.

Roehl & Yi Investment Advisors first reported a position in LNC in Q4 2024 and held it in 6 quarters. The position peaked at $295K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Roehl & Yi Investment Advisors reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 6,614 Lincoln National shares in Q2 2026, an estimated $235K.
  • Roehl & Yi Investment Advisors first reported a position in Lincoln National in Q4 2024 and held it in 6 quarters.
  • Roehl & Yi Investment Advisors's Lincoln National position peaked at $295K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.