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WBI Investments’s Lincoln National LNC Stock Holding History

WBI Investments’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
-22,274
Closed -$992K – 356
2025
Q4 		$992K Buy
22,274
+6,865
+45% +$286K 0.26% 115
2025
Q3 		$621K Buy
+15,409
New +$596K 0.16% 163
2024
Q2 		– Sell
-21,399
Closed -$683K – 206
2024
Q1 		$683K Buy
+21,399
New +$591K 0.14% 124
2018
Q1 		– Sell
-25,057
Closed -$1.93M – 267
2017
Q4 		$1.93M Buy
+25,057
New +$1.9M 0.09% 163
2016
Q4 		– Sell
-750,553
Closed -$35.3M – 347
2016
Q3 		$35.3M Buy
+750,553
New +$33.6M 1.35% 20

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

WBI Investments's LNC Position: Q1 2026 in Review

WBI Investments sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 22,274 shares — an estimated $992K sold.

WBI Investments first reported a position in LNC in Q3 2016 and held it in 5 quarters. The position peaked at $35.3M in Q3 2016. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • WBI Investments reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 22,274 Lincoln National shares in Q1 2026, an estimated $992K.
  • WBI Investments first reported a position in Lincoln National in Q3 2016 and held it in 5 quarters.
  • WBI Investments's Lincoln National position peaked at $35.3M in Q3 2016.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.