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Annis Gardner Whiting Capital Advisors’s Lincoln National LNC Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-9
Closed -$320 – 859
2026
Q1 		$320 Sell
9
-2,246
-100% -$86.3K ﹤0.01% 1242
2025
Q4 		$100K Buy
2,255
+2
+0.1% +$83 0.02% 405
2025
Q3 		$90.9K Buy
2,253
+2,244
+24,933% +$86.8K 0.02% 410
2025
Q2 		$312 Buy
+9
New +$294 ﹤0.01% 1231

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

Annis Gardner Whiting Capital Advisors's LNC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 9 shares — an estimated $320 sold.

Annis Gardner Whiting Capital Advisors first reported a position in LNC in Q2 2025 and held it in 4 quarters. The position peaked at $100K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 9 Lincoln National shares in Q2 2026, an estimated $320.
  • Annis Gardner Whiting Capital Advisors first reported a position in Lincoln National in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Lincoln National position peaked at $100K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.