LINCOLN NATIONAL CORP

Q1 2026 13F-HR Holdings

Location
Radnor, PA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$3,453,976
Net value change ($000)
+33,246 (1.0%)
New positions
0
Sold out positions
1
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHP 152,753 181.2%
IEMG 42,301 58.9%
BNDX 2,566 1.1%
VMBS 1,418 0.8%
BIV 1,110 0.7%
VXUS 74 0.1%
Top Reduces (Value $000, Stocks/ETFs)
VWO -119,047 -100.0%
VTV -10,930 -3.8%
VUG -10,928 -3.4%
VTI -9,929 -3.6%
VOO -8,758 -3.7%
VTHR -4,495 -3.3%
VB -3,352 -4.3%
VGK -1,838 -1.6%
VEA -1,517 -0.9%
VXF -936 -2.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type