SageView Advisory Group’s Lincoln National LNC Stock Holding History

SageView Advisory Group’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	$23.6K	Buy	+530	New	+$22.1K	﹤0.01%	1383

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

SageView Advisory Group's LNC Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Lincoln National (LNC) in Q4 2025: 530 shares worth $23.6K. The stake represents ﹤0.01% of the portfolio and ranks #1383 among its holdings.

626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

SageView Advisory Group held 530 shares of Lincoln National worth $23.6K as of Q4 2025.
Lincoln National was a new SageView Advisory Group position in Q4 2025.
Lincoln National made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1383 holding.
626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.