StoneX Group’s Lincoln National LNC Stock Holding History

StoneX 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	-6,150	Closed	-$274K	–	1109
2025 Q4	$274K	Buy	6,150 +1,025	+20%	+$42.7K	0.01%	741
2025 Q3	$207K	Buy	+5,125	New	+$198K	0.01%	814
2024 Q4	–	Sell	-6,531	Closed	-$206K	–	894
2024 Q3	$206K	Buy	+6,531	New	+$204K	0.09%	312

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 $3.37T AUM 44.26% 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

StoneX Group's LNC Position: Q1 2026 in Review

StoneX Group sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 6,150 shares — an estimated $274K sold.

StoneX Group first reported a position in LNC in Q3 2024 and held it in 3 quarters. The position peaked at $274K in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

StoneX Group reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 6,150 Lincoln National shares in Q1 2026, an estimated $274K.
StoneX Group first reported a position in Lincoln National in Q3 2024 and held it in 3 quarters.
StoneX Group's Lincoln National position peaked at $274K in Q4 2025.
615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.