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
2026 Q1	–	Sell	-530	Closed	-$23.6K	–	1636
2025 Q4	$23.6K	Buy	+530	New	+$22.1K	﹤0.01%	1383

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's LNC Position: Q1 2026 in Review

SageView Advisory Group sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 530 shares — an estimated $23.6K sold.

SageView Advisory Group first reported a position in LNC in Q4 2025 and held it in 1 quarter. The position peaked at $23.6K in Q4 2025. 616 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

SageView Advisory Group reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 530 Lincoln National shares in Q1 2026, an estimated $23.6K.
SageView Advisory Group first reported a position in Lincoln National in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Lincoln National position peaked at $23.6K in Q4 2025.
616 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.