Weiss Asset Management’s Lincoln National LNC Stock Holding History

Weiss Asset Management’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	$265K	Sell	7,455 -4,165	-36%	-$160K	﹤0.01%	442
2025 Q4	$517K	Buy	+11,620	New	+$484K	0.01%	470
2025 Q1	–	Sell	-658,134	Closed	-$20.9M	–	526
2024 Q4	$20.9M	Buy	+658,134	New	+$21.9M	0.39%	58
2022 Q2	–	Sell	-19,717	Closed	-$1.29M	–	734
2022 Q1	$1.29M	Buy	+19,717	New	+$1.35M	0.03%	502

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Weiss Asset Management's LNC Position: Q1 2026 in Review

Weiss Asset Management reduced its Lincoln National (LNC) stake by 36% in Q1 2026, selling an estimated $160K and leaving 7,455 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Weiss Asset Management first reported a position in LNC in Q1 2022 and has held it in 4 quarters since. The position peaked at $20.9M in Q4 2024. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Weiss Asset Management held 7,455 shares of Lincoln National worth $265K as of Q1 2026.
Weiss Asset Management sold 4,165 Lincoln National shares in Q1 2026, an estimated $160K.
Lincoln National made up ﹤0.01% of Weiss Asset Management's portfolio in Q1 2026, its #442 holding.
Weiss Asset Management first reported a position in Lincoln National in Q1 2022 and has held it in 4 quarters since.
Weiss Asset Management's Lincoln National position peaked at $20.9M in Q4 2024.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.