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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
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

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Root Financial Partners's LNC Position: Q2 2026 in Review

Root Financial Partners sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 551 shares — an estimated $19.6K sold.

Root Financial Partners first reported a position in LNC in Q3 2025 and held it in 3 quarters. The position peaked at $27.4K in Q4 2025. 192 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Root Financial Partners reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 551 Lincoln National shares in Q2 2026, an estimated $19.6K.
  • Root Financial Partners first reported a position in Lincoln National in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lincoln National position peaked at $27.4K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.