AssetMark Inc
LNC icon

AssetMark Inc’s Lincoln National LNC Stock Holding History

AssetMark Inc’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 		$228K Buy
6,444
+356
+6% +$12.8K ﹤0.01% 1401
2026
Q1 		$216K Buy
6,088
+988
+19% +$38K ﹤0.01% 1339
2025
Q4 		$227K Sell
5,100
-1,189
-19% -$49.5K ﹤0.01% 1275
2025
Q3 		$254K Buy
6,289
+888
+16% +$34.3K ﹤0.01% 1216
2025
Q2 		$187K Buy
5,401
+268
+5% +$8.77K ﹤0.01% 1235
2025
Q1 		$184K Sell
5,133
-747
-13% -$26.5K ﹤0.01% 1159
2024
Q4 		$186K Sell
5,880
-14
-0.2% -$467 ﹤0.01% 1116
2024
Q3 		$186K Buy
5,894
+23
+0.4% +$717 ﹤0.01% 1029
2024
Q2 		$183K Buy
5,871
+3,349
+133% +$101K ﹤0.01% 1012
2024
Q1 		$80.5K Sell
2,522
-437
-15% -$12.1K ﹤0.01% 1076
2023
Q4 		$79.8K Buy
2,959
+324
+12% +$7.79K ﹤0.01% 1075
2023
Q3 		$65.1K Sell
2,635
-150
-5% -$3.92K ﹤0.01% 1047
2023
Q2 		$71.7K Buy
2,785
+342
+14% +$7.51K ﹤0.01% 1004
2023
Q1 		$54.9K Buy
2,443
+1,520
+165% +$45.2K ﹤0.01% 1010
2022
Q4 		$28.4K Hold
923
– – ﹤0.01% 1150
2022
Q3 		$41K Hold
923
– – ﹤0.01% 988
2022
Q2 		$43K Hold
923
– – ﹤0.01% 954
2022
Q1 		$60K Sell
923
-6
-0.6% -$410 ﹤0.01% 874
2021
Q4 		$63K Hold
929
– – ﹤0.01% 872
2021
Q3 		$64K Sell
929
-240
-21% -$15.7K ﹤0.01% 742
2021
Q2 		$73K Sell
1,169
-81
-6% -$5.35K ﹤0.01% 690
2021
Q1 		$78K Sell
1,250
-44
-3% -$2.43K ﹤0.01% 660
2020
Q4 		$65K Sell
1,294
-3,297
-72% -$140K ﹤0.01% 674
2020
Q3 		$144K Sell
4,591
-16,097
-78% -$575K ﹤0.01% 555
2020
Q2 		$761K Sell
20,688
-14,793
-42% -$521K 0.01% 345
2020
Q1 		$934K Buy
35,481
+8,020
+29% +$381K 0.01% 322
2019
Q4 		$1.62M Buy
27,461
+5,936
+28% +$349K 0.01% 322
2019
Q3 		$1.3M Buy
21,525
+15,548
+260% +$930K 0.01% 299
2019
Q2 		$385K Buy
5,977
+264
+5% +$16.9K ﹤0.01% 388
2019
Q1 		$335K Buy
5,713
+930
+19% +$55.1K ﹤0.01% 391
2018
Q4 		$245K Sell
4,783
-179,062
-97% -$10.9M ﹤0.01% 412
2018
Q3 		$12.4M Buy
183,845
+11,979
+7% +$791K 0.11% 148
2018
Q2 		$10.7M Buy
171,866
+7,509
+5% +$514K 0.11% 158
2018
Q1 		$12M Sell
164,357
-116
-0.1% -$9.1K 0.12% 143
2017
Q4 		$12.6M Sell
164,473
-13,998
-8% -$1.06M 0.13% 143
2017
Q3 		$13.1M Buy
178,471
+156,330
+706% +$11M 0.15% 132
2017
Q2 		$1.5M Buy
22,141
+4,315
+24% +$285K 0.02% 262
2017
Q1 		$1.17M Buy
17,826
+15,888
+820% +$1.09M 0.02% 275
2016
Q4 		$128K Sell
1,938
-1,448
-43% -$84.2K ﹤0.01% 470
2016
Q3 		$159K Sell
3,386
-1,294
-28% -$57.9K ﹤0.01% 424
2016
Q2 		$181K Buy
4,680
+4,119
+734% +$175K ﹤0.01% 408
2016
Q1 		$22K Sell
561
-23
-4% -$898 ﹤0.01% 741
2015
Q4 		$29K Buy
+584
New +$30.6K ﹤0.01% 732

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

AssetMark Inc's LNC Position: Q2 2026 in Review

AssetMark Inc increased its Lincoln National (LNC) stake by 5.8% in Q2 2026, buying an estimated $12.8K and bringing the position to 6,444 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

AssetMark Inc first reported a position in LNC in Q4 2015 and has held it in 43 quarters since. The position peaked at $13.1M in Q3 2017. 216 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • AssetMark Inc held 6,444 shares of Lincoln National worth $228K as of Q2 2026.
  • AssetMark Inc bought 356 Lincoln National shares in Q2 2026, an estimated $12.8K.
  • Lincoln National made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1401 holding.
  • AssetMark Inc first reported a position in Lincoln National in Q4 2015 and has held it in 43 quarters since.
  • AssetMark Inc's Lincoln National position peaked at $13.1M in Q3 2017.
  • 216 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.