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Lincoln National Corporation shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Lincoln National Corporation (LNC) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Lincoln National Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lincoln National Corporation held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lincoln National Corporation by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $235k 6.6k 35.50
2025-09-30 $267k 6.6k 40.33
2025-06-30 $229k 6.6k 34.60
2025-03-31 $238k 6.6k 35.91
2024-12-31 $210k 6.6k 31.71

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Top funds holding Lincoln National Corporation

Vanguard Group
Bain Capital Prairie
BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
Dimensional Fund Advisors
State Street Corporation
Massachusetts Financial Services
Jennison Associates
Morgan Stanley
Geode Capital Management
LSV Asset Management
Principal Financial Group
First Trust Advisors
Balyasny Asset Management

View all funds holding Lincoln National Corporation