BOJHT
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Bank of Jackson Hole Trust’s Lincoln National LNC Stock Holding History

Bank of Jackson Hole Trust’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
-5
Closed -$178 – 265
2026
Q1 		$178 Hold
5
– – ﹤0.01% 518
2025
Q4 		$223 Hold
5
– – ﹤0.01% 520
2025
Q3 		$202 Hold
5
– – ﹤0.01% 446
2025
Q2 		$173 Hold
5
– – ﹤0.01% 445
2025
Q1 		$195 Hold
5
– – ﹤0.01% 446
2024
Q4 		$159 Buy
+5
New +$167 ﹤0.01% 512

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

Bank of Jackson Hole Trust's LNC Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 5 shares — an estimated $178 sold.

Bank of Jackson Hole Trust first reported a position in LNC in Q4 2024 and held it in 6 quarters. The position peaked at $223 in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 5 Lincoln National shares in Q2 2026, an estimated $178.
  • Bank of Jackson Hole Trust first reported a position in Lincoln National in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's Lincoln National position peaked at $223 in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.