Root Financial Partners
LNC icon

Root Financial Partners’s Lincoln National LNC Stock Holding History

Root Financial Partners’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
Q3 		$61.1K Buy
+1,517
New +$64.7K ﹤0.01% 979
2026
Q2 		– Sell
-551
Closed -$19.6K – 1971
2026
Q1 		$19.6K Sell
551
-64
-10% -$2.46K ﹤0.01% 1332
2025
Q4 		$27.4K Buy
615
+94
+18% +$3.92K ﹤0.01% 1002
2025
Q3 		$21K Buy
+521
New +$20.1K ﹤0.01% 1097

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Oak Harbor Wealth Partners
Oak Harbor Wealth Partners Raleigh, North Carolina $269M AUM 17.64% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's LNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lincoln National (LNC) in Q3 2026: 1,517 shares worth $61.1K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LNC as recently as Q1 2026.

Root Financial Partners first reported a position in LNC in Q3 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • Root Financial Partners held 1,517 shares of Lincoln National worth $61.1K as of Q3 2026.
  • Lincoln National was a new Root Financial Partners position in Q3 2026.
  • Lincoln National made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #979 holding.
  • Root Financial Partners first reported a position in Lincoln National in Q3 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.