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Stephens Inc’s Lincoln National LNC Stock Holding History

Stephens Inc’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 		$426K Hold
12,002
– – 0.01% 907
2025
Q4 		$534K Sell
12,002
-600
-5% -$25K 0.01% 826
2025
Q3 		$508K Hold
12,602
– – 0.01% 846
2025
Q2 		$436K Sell
12,602
-1,075
-8% -$35.2K 0.01% 886
2025
Q1 		$491K Sell
13,677
-225
-2% -$7.98K 0.01% 821
2024
Q4 		$441K Sell
13,902
-800
-5% -$26.7K 0.01% 881
2024
Q3 		$463K Buy
14,702
+800
+6% +$24.9K 0.01% 872
2024
Q2 		$432K Hold
13,902
– – 0.01% 858
2024
Q1 		$444K Buy
13,902
+6,200
+80% +$171K 0.01% 863
2023
Q4 		$208K Buy
+7,702
New +$185K ﹤0.01% 1070
2023
Q1 		– Sell
-7,846
Closed -$241K – 1225
2022
Q4 		$241K Sell
7,846
-356
-4% -$14.1K ﹤0.01% 937
2022
Q3 		$360K Buy
8,202
+244
+3% +$11.8K 0.01% 821
2022
Q2 		$372K Sell
7,958
-200
-2% -$11.4K 0.01% 832
2022
Q1 		$533K Sell
8,158
-236
-3% -$16.1K 0.01% 779
2021
Q4 		$573K Hold
8,394
– – 0.01% 805
2021
Q3 		$577K Hold
8,394
– – 0.01% 816
2021
Q2 		$527K Buy
8,394
+1,000
+14% +$66K 0.01% 862
2021
Q1 		$460K Sell
7,394
-200
-3% -$11.1K 0.01% 867
2020
Q4 		$382K Hold
7,594
– – 0.01% 851
2020
Q3 		$238K Buy
7,594
+1,281
+20% +$45.7K ﹤0.01% 971
2020
Q2 		$232K Sell
6,313
-6,448
-51% -$227K 0.01% 921
2020
Q1 		$336K Buy
12,761
+5,029
+65% +$239K 0.01% 745
2019
Q4 		$456K Sell
7,732
-303
-4% -$17.8K 0.01% 749
2019
Q3 		$485K Sell
8,035
-6,000
-43% -$359K 0.01% 764
2019
Q2 		$905K Buy
14,035
+3,579
+34% +$229K 0.02% 598
2019
Q1 		$614K Sell
10,456
-124
-1% -$7.34K 0.01% 699
2018
Q4 		$543K Sell
10,580
-35
-0.3% -$2.13K 0.02% 680
2018
Q3 		$718K Sell
10,615
-10,924
-51% -$721K 0.02% 680
2018
Q2 		$1.34M Sell
21,539
-1,335
-6% -$91.4K 0.04% 406
2018
Q1 		$1.67M Buy
22,874
+11,023
+93% +$865K 0.06% 305
2017
Q4 		$911K Buy
11,851
+1,679
+17% +$127K 0.03% 385
2017
Q3 		$747K Sell
10,172
-141
-1% -$9.95K 0.03% 420
2017
Q2 		$697K Buy
10,313
+387
+4% +$25.6K 0.02% 504
2017
Q1 		$650K Sell
9,926
-120
-1% -$8.21K 0.02% 505
2016
Q4 		$666K Buy
10,046
+309
+3% +$18K 0.03% 446
2016
Q3 		$457K Sell
9,737
-686
-7% -$30.7K 0.02% 519
2016
Q2 		$404K Buy
10,423
+551
+6% +$23.4K 0.02% 530
2016
Q1 		$387K Buy
9,872
+808
+9% +$31.6K 0.02% 496
2015
Q4 		$456K Sell
9,064
-228
-2% -$11.9K 0.02% 459
2015
Q3 		$441K Buy
9,292
+113
+1% +$6.06K 0.02% 477
2015
Q2 		$544K Buy
9,179
+343
+4% +$20.1K 0.02% 486
2015
Q1 		$508K Sell
8,836
-10,570
-54% -$590K 0.02% 497
2014
Q4 		$1.12M Sell
19,406
-555
-3% -$30.2K 0.05% 320
2014
Q3 		$1.07M Buy
19,961
+13,882
+228% +$738K 0.05% 323
2014
Q2 		$313K Buy
6,079
+64
+1% +$3.16K 0.02% 622
2014
Q1 		$305K Buy
6,015
+805
+15% +$40.5K 0.02% 599
2013
Q4 		$269K Buy
+5,210
New +$250K 0.01% 683

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

Stephens Inc's LNC Position: Q1 2026 in Review

Stephens Inc held its Lincoln National (LNC) position steady in Q1 2026 at 12,002 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #907.

Stephens Inc first reported a position in LNC in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.67M in Q1 2018. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Stephens Inc held 12,002 shares of Lincoln National worth $426K as of Q1 2026.
  • Stephens Inc left its Lincoln National share count unchanged in Q1 2026.
  • Lincoln National made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #907 holding.
  • Stephens Inc first reported a position in Lincoln National in Q4 2013 and has held it in 47 quarters since.
  • Stephens Inc's Lincoln National position peaked at $1.67M in Q1 2018.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.