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Wealthspire Advisors (New York)’s Lincoln National LNC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-597
Closed -$24.1K – 2082
2025
Q3 		$24.1K Buy
+597
New +$23.1K ﹤0.01% 1582
2021
Q2 		– Sell
-7,573
Closed -$472K – 536
2021
Q1 		$472K Buy
7,573
+361
+5% +$20K 0.01% 417
2020
Q4 		$363K Buy
+7,212
New +$307K 0.01% 375
2019
Q1 		– Sell
-277
Closed -$14K – 473
2018
Q4 		$14K Buy
+277
New +$16.8K ﹤0.01% 419

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s LNC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 597 shares — an estimated $24.1K sold.

Wealthspire Advisors (New York) first reported a position in LNC in Q4 2018 and held it in 4 quarters. The position peaked at $472K in Q1 2021. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 597 Lincoln National shares in Q4 2025, an estimated $24.1K.
  • Wealthspire Advisors (New York) first reported a position in Lincoln National in Q4 2018 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Lincoln National position peaked at $472K in Q1 2021.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.