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Sunbelt Securities’s Lincoln National LNC Stock Holding History

Sunbelt Securities’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 		$6.92K Hold
195
– – ﹤0.01% 1587
2025
Q4 		$8.68K Hold
195
– – ﹤0.01% 1479
2025
Q3 		$7.86K Buy
+195
New +$7.54K ﹤0.01% 1504
2024
Q1 		– Sell
-443
Closed -$12K – 1772
2023
Q4 		$12K Buy
443
+9
+2% +$216 ﹤0.01% 1136
2023
Q3 		$10.7K Buy
434
+7
+2% +$183 ﹤0.01% 1136
2023
Q2 		$11K Buy
427
+9
+2% +$198 ﹤0.01% 1155
2023
Q1 		$9.13K Buy
+418
New +$12.4K ﹤0.01% 1151

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunbelt Securities's LNC Position: Q1 2026 in Review

Sunbelt Securities held its Lincoln National (LNC) position steady in Q1 2026 at 195 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Sunbelt Securities first reported a position in LNC in Q1 2023 and has held it in 7 quarters since. The position peaked at $12K in Q4 2023. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Sunbelt Securities held 195 shares of Lincoln National worth $6.92K as of Q1 2026.
  • Sunbelt Securities left its Lincoln National share count unchanged in Q1 2026.
  • Lincoln National made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1587 holding.
  • Sunbelt Securities first reported a position in Lincoln National in Q1 2023 and has held it in 7 quarters since.
  • Sunbelt Securities's Lincoln National position peaked at $12K in Q4 2023.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.