AG
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Algert Global’s Lincoln National LNC Stock Holding History

Algert Global’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
Q2 		$5.21M Buy
147,509
+121,490
+467% +$4.37M 0.06% 515
2026
Q1 		$924K Sell
26,019
-14,640
-36% -$563K 0.01% 872
2025
Q4 		$1.81M Sell
40,659
-101,680
-71% -$4.23M 0.03% 730
2025
Q3 		$5.74M Sell
142,339
-7,950
-5% -$307K 0.1% 374
2025
Q2 		$5.2M Hold
150,289
– – 0.11% 318
2025
Q1 		$5.4M Sell
150,289
-116,055
-44% -$4.12M 0.13% 244
2024
Q4 		$8.45M Buy
266,344
+65,934
+33% +$2.2M 0.2% 146
2024
Q3 		$6.31M Sell
200,410
-26,881
-12% -$838K 0.17% 173
2024
Q2 		$7.07M Sell
227,291
-129,790
-36% -$3.93M 0.24% 108
2024
Q1 		$11.4M Buy
357,081
+8,340
+2% +$230K 0.45% 19
2023
Q4 		$9.41M Sell
348,741
-10,632
-3% -$256K 0.38% 36
2023
Q3 		$8.87M Sell
359,373
-3,526
-1% -$92.2K 0.42% 20
2023
Q2 		$9.35M Buy
362,899
+129,530
+56% +$2.84M 0.41% 24
2023
Q1 		$5.24M Buy
233,369
+146,044
+167% +$4.34M 0.25% 94
2022
Q4 		$2.68M Sell
87,325
-18,457
-17% -$733K 0.15% 206
2022
Q3 		$4.64M Buy
105,782
+45,188
+75% +$2.18M 0.28% 55
2022
Q2 		$2.83M Buy
+60,594
New +$3.46M 0.21% 94
2021
Q4 		– Sell
-7,156
Closed -$492K – 1047
2021
Q3 		$492K Buy
+7,156
New +$467K 0.07% 543
2021
Q2 		– Sell
-5,784
Closed -$360K – 483
2021
Q1 		$360K Buy
+5,784
New +$320K 0.12% 263
2019
Q4 		– Sell
-4,032
Closed -$243K – 417
2019
Q3 		$243K Buy
4,032
+830
+26% +$49.6K 0.09% 248
2019
Q2 		$206K Buy
+3,202
New +$205K 0.08% 271
2016
Q2 		– Sell
-17,269
Closed -$677K – 382
2016
Q1 		$677K Buy
+17,269
New +$674K 0.25% 151
2015
Q3 		– Sell
-8,150
Closed -$483K – 331
2015
Q2 		$483K Buy
8,150
+950
+13% +$55.6K 0.27% 139
2015
Q1 		$414K Buy
+7,200
New +$402K 0.23% 171

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Algert Global's LNC Position: Q2 2026 in Review

Algert Global increased its Lincoln National (LNC) stake by 467% in Q2 2026, buying an estimated $4.37M and bringing the position to 147,509 shares worth $5.21M. The position accounts for 0.06% of the portfolio, ranked #515.

Algert Global first reported a position in LNC in Q1 2015 and has held it in 24 quarters since. The position peaked at $11.4M in Q1 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Algert Global held 147,509 shares of Lincoln National worth $5.21M as of Q2 2026.
  • Algert Global bought 121,490 Lincoln National shares in Q2 2026, an estimated $4.37M.
  • Lincoln National made up 0.06% of Algert Global's portfolio in Q2 2026, its #515 holding.
  • Algert Global first reported a position in Lincoln National in Q1 2015 and has held it in 24 quarters since.
  • Algert Global's Lincoln National position peaked at $11.4M in Q1 2024.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.