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Sagespring Wealth Partners’s Lincoln National LNC Stock Holding History

Sagespring Wealth 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
2025
Q4 		– Sell
-5,336
Closed -$215K – 801
2025
Q3 		$215K Buy
+5,336
New +$206K ﹤0.01% 704

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State Street
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T. Rowe Price Associates
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First Trust Advisors
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Morgan Stanley
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Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sagespring Wealth Partners's LNC Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 5,336 shares — an estimated $215K sold.

Sagespring Wealth Partners first reported a position in LNC in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • Sagespring Wealth Partners reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 5,336 Lincoln National shares in Q4 2025, an estimated $215K.
  • Sagespring Wealth Partners first reported a position in Lincoln National in Q3 2025 and held it in 1 quarter.
  • Sagespring Wealth Partners's Lincoln National position peaked at $215K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.