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Rossby Financial’s Lincoln National LNC Stock Holding History

Rossby Financial’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 		$15.2K Buy
430
+9
+2% +$346 ﹤0.01% 1114
2025
Q4 		$18.7K Sell
421
-1,800
-81% -$75K 0.01% 743
2025
Q3 		$89.1K Buy
2,221
+365
+20% +$14.1K 0.03% 418
2025
Q2 		$64.2K Buy
1,856
+7
+0.4% +$229 0.02% 444
2025
Q1 		$58.7K Buy
+1,849
New +$65.6K 0.02% 448

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rossby Financial's LNC Position: Q1 2026 in Review

Rossby Financial increased its Lincoln National (LNC) stake by 2.1% in Q1 2026, buying an estimated $346 and bringing the position to 430 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Rossby Financial first reported a position in LNC in Q1 2025 and has held it in 5 quarters since. The position peaked at $89.1K in Q3 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Rossby Financial held 430 shares of Lincoln National worth $15.2K as of Q1 2026.
  • Rossby Financial bought 9 Lincoln National shares in Q1 2026, an estimated $346.
  • Lincoln National made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1114 holding.
  • Rossby Financial first reported a position in Lincoln National in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Lincoln National position peaked at $89.1K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.