Bradley Foster & Sargent’s Lincoln National LNC Stock Holding History

Bradley Foster & Sargent’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	$283K	Hold	8,000	–	–	﹤0.01%	485
2026 Q1	$284K	Hold	8,000	–	–	﹤0.01%	464
2025 Q4	$356K	Hold	8,000	–	–	0.01%	440
2025 Q3	$323K	Hold	8,000	–	–	﹤0.01%	454
2025 Q2	$277K	Sell	8,000 -10	-0.1%	-$327	﹤0.01%	472
2025 Q1	$288K	Hold	8,010	–	–	﹤0.01%	406
2024 Q4	$254K	Hold	8,010	–	–	﹤0.01%	429
2024 Q3	$252K	Hold	8,010	–	–	﹤0.01%	434
2024 Q2	$249K	Hold	8,010	–	–	﹤0.01%	421
2024 Q1	$256K	Hold	8,010	–	–	﹤0.01%	409
2023 Q4	$216K	Buy	8,010 +10	+0.1%	+$240	﹤0.01%	417
2023 Q3	$206K	Hold	8,000	–	–	﹤0.01%	424
2023 Q2	$206K	Buy	+8,000	New	+$176K	﹤0.01%	424
2023 Q1	–	Sell	-8,000	Closed	-$246K	–	436
2022 Q4	$246K	Hold	8,000	–	–	0.01%	391
2022 Q3	$351K	Hold	8,000	–	–	0.01%	350
2022 Q2	$374K	Hold	8,000	–	–	0.01%	356
2022 Q1	$523K	Sell	8,000 -1	-0%	-$68	0.01%	343
2021 Q4	$546K	Hold	8,001	–	–	0.01%	318
2021 Q3	$550K	Buy	8,001 +1	+0%	+$65	0.01%	294
2021 Q2	$503K	Hold	8,000	–	–	0.01%	300
2021 Q1	$498K	Sell	8,000 -250	-3%	-$13.8K	0.01%	289
2020 Q4	$415K	Hold	8,250	–	–	0.01%	305
2020 Q3	$258K	Buy	+8,250	New	+$294K	0.01%	323
2020 Q1	$224K	Sell	8,500 -250	-3%	-$11.9K	0.01%	306
2019 Q4	$516K	Sell	8,750 -150	-2%	-$8.83K	0.02%	262
2019 Q3	$537K	Hold	8,900	–	–	0.02%	252
2019 Q2	$574K	Hold	8,900	–	–	0.02%	253
2019 Q1	$522K	Hold	8,900	–	–	0.02%	258
2018 Q4	$457K	Hold	8,900	–	–	0.02%	264
2018 Q3	$602K	Hold	8,900	–	–	0.02%	270
2018 Q2	$554K	Hold	8,900	–	–	0.02%	267
2018 Q1	$650K	Hold	8,900	–	–	0.02%	250
2017 Q4	$684K	Hold	8,900	–	–	0.02%	247
2017 Q3	$654K	Sell	8,900 -300	-3%	-$21.2K	0.02%	245
2017 Q2	$622K	Sell	9,200 -12	-0.1%	-$793	0.02%	246
2017 Q1	$603K	Sell	9,212 -288	-3%	-$19.7K	0.02%	242
2016 Q4	$630K	Hold	9,500	–	–	0.03%	239
2016 Q3	$446K	Hold	9,500	–	–	0.02%	266
2016 Q2	$368K	Hold	9,500	–	–	0.02%	270
2016 Q1	$372K	Hold	9,500	–	–	0.02%	265
2015 Q4	$477K	Hold	9,500	–	–	0.02%	241
2015 Q3	$451K	Hold	9,500	–	–	0.02%	249
2015 Q2	$563K	Hold	9,500	–	–	0.03%	245
2015 Q1	$546K	Hold	9,500	–	–	0.02%	250
2014 Q4	$548K	Sell	9,500 -325	-3%	-$17.7K	0.03%	239
2014 Q3	$526K	Buy	+9,825	New	+$522K	0.03%	245

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

Bradley Foster & Sargent's LNC Position: Q2 2026 in Review

Bradley Foster & Sargent held its Lincoln National (LNC) position steady in Q2 2026 at 8,000 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Bradley Foster & Sargent first reported a position in LNC in Q3 2014 and has held it in 46 quarters since. The position peaked at $684K in Q4 2017. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Bradley Foster & Sargent held 8,000 shares of Lincoln National worth $283K as of Q2 2026.
Bradley Foster & Sargent left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #485 holding.
Bradley Foster & Sargent first reported a position in Lincoln National in Q3 2014 and has held it in 46 quarters since.
Bradley Foster & Sargent's Lincoln National position peaked at $684K in Q4 2017.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.