WA
LNC icon

Wealth Alliance’s Lincoln National LNC Stock Holding History

Wealth Alliance’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 		$237K Sell
6,682
-122
-2% -$4.69K 0.02% 490
2025
Q4 		$303K Sell
6,804
-140
-2% -$5.83K 0.03% 426
2025
Q3 		$280K Buy
+6,944
New +$269K 0.03% 439
2022
Q4 		– Sell
-4,964
Closed -$218K – 500
2022
Q3 		$218K Sell
4,964
-782
-14% -$37.7K 0.04% 408
2022
Q2 		$269K Sell
5,746
-217
-4% -$12.4K 0.05% 350
2022
Q1 		$390K Sell
5,963
-13
-0.2% -$888 0.08% 272
2021
Q4 		$408K Sell
5,976
-102
-2% -$7.2K 0.08% 273
2021
Q3 		$418K Sell
6,078
-8
-0.1% -$523 0.09% 245
2021
Q2 		$382K Buy
6,086
+1,129
+23% +$74.5K 0.09% 260
2021
Q1 		$309K Sell
4,957
-1,184
-19% -$65.4K 0.09% 283
2020
Q4 		$309K Buy
+6,141
New +$261K 0.09% 271

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

Wealth Alliance's LNC Position: Q1 2026 in Review

Wealth Alliance reduced its Lincoln National (LNC) stake by 1.8% in Q1 2026, selling an estimated $4.69K and leaving 6,682 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #490.

Wealth Alliance first reported a position in LNC in Q4 2020 and has held it in 11 quarters since. The position peaked at $418K in Q3 2021. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Wealth Alliance held 6,682 shares of Lincoln National worth $237K as of Q1 2026.
  • Wealth Alliance sold 122 Lincoln National shares in Q1 2026, an estimated $4.69K.
  • Lincoln National made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #490 holding.
  • Wealth Alliance first reported a position in Lincoln National in Q4 2020 and has held it in 11 quarters since.
  • Wealth Alliance's Lincoln National position peaked at $418K in Q3 2021.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.