Atlantic Union Bankshares’s Lincoln National LNC Stock Holding History

Atlantic Union Bankshares’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	$94.1K	Sell	2,662 -400	-13%	-$14.4K	﹤0.01%	799
2026 Q1	$109K	Sell	3,062 -132	-4%	-$5.07K	﹤0.01%	727
2025 Q4	$142K	Hold	3,194	–	–	﹤0.01%	656
2025 Q3	$129K	Buy	3,194 +400	+14%	+$15.5K	﹤0.01%	698
2025 Q2	$96.7K	Buy	+2,794	New	+$91.4K	﹤0.01%	560
2023 Q1	–	Sell	-20,238	Closed	-$622K	–	286
2022 Q4	$622K	Sell	20,238 -1,079	-5%	-$42.8K	0.07%	163
2022 Q3	$936K	Sell	21,317 -100	-0.5%	-$4.82K	0.11%	130
2022 Q2	$1M	Sell	21,417 -250	-1%	-$14.3K	0.1%	132
2022 Q1	$1.42M	Hold	21,667	–	–	0.12%	123
2021 Q4	$1.48M	Sell	21,667 -1,800	-8%	-$127K	0.13%	123
2021 Q3	$1.61M	Sell	23,467 -950	-4%	-$62.1K	0.15%	118
2021 Q2	$1.53M	Buy	24,417 +612	+3%	+$40.4K	0.15%	119
2021 Q1	$1.48M	Buy	23,805 +472	+2%	+$26.1K	0.15%	114
2020 Q4	$1.17M	Sell	23,333 -8,190	-26%	-$348K	0.12%	128
2020 Q3	$987K	Sell	31,523 -7,568	-19%	-$270K	0.11%	134
2020 Q2	$1.44M	Sell	39,091 -3,515	-8%	-$124K	0.18%	111
2020 Q1	$1.12M	Sell	42,606 -288	-0.7%	-$13.7K	0.16%	119
2019 Q4	$2.53M	Sell	42,894 -950	-2%	-$55.9K	0.32%	88
2019 Q3	$2.65M	Sell	43,844 -1,200	-3%	-$71.8K	0.35%	85
2019 Q2	$2.9M	Buy	+45,044	New	+$2.88M	0.39%	75

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlantic Union Bankshares's LNC Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Lincoln National (LNC) stake by 13% in Q2 2026, selling an estimated $14.4K and leaving 2,662 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Atlantic Union Bankshares first reported a position in LNC in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.9M in Q2 2019. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Atlantic Union Bankshares held 2,662 shares of Lincoln National worth $94.1K as of Q2 2026.
Atlantic Union Bankshares sold 400 Lincoln National shares in Q2 2026, an estimated $14.4K.
Lincoln National made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #799 holding.
Atlantic Union Bankshares first reported a position in Lincoln National in Q2 2019 and has held it in 20 quarters since.
Atlantic Union Bankshares's Lincoln National position peaked at $2.9M in Q2 2019.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.