Stephens Consulting’s Lincoln National LNC Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-1	Closed	-$35	–	834
2025 Q2	$35	Buy	+1	New	+$33	﹤0.01%	1143

Other funds holding LNC

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stephens Consulting's LNC Position: Q3 2025 in Review

Stephens Consulting sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 1 share — an estimated $35 sold.

Stephens Consulting first reported a position in LNC in Q2 2025 and held it in 1 quarter. The position peaked at $35 in Q2 2025. 605 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

Stephens Consulting reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Lincoln National share in Q3 2025, an estimated $35.
Stephens Consulting first reported a position in Lincoln National in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Lincoln National position peaked at $35 in Q2 2025.
605 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.