Brinker Capital Investments’s Lincoln National LNC Stock Holding History

Brinker Capital Investments’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	$1.42M	Buy	40,091 +1,260	+3%	+$45.3K	0.01%	979
2026 Q1	$1.38M	Buy	38,831 +5,184	+15%	+$199K	0.01%	941
2025 Q4	$1.5M	Buy	33,647 +2,974	+10%	+$124K	0.01%	1005
2025 Q3	$1.24M	Buy	30,673 +23,280	+315%	+$900K	0.01%	1114
2025 Q2	$256K	Buy	+7,393	New	+$242K	﹤0.01%	1782
2023 Q1	–	Sell	-15,973	Closed	-$491K	–	1618
2022 Q4	$491K	Sell	15,973 -35,109	-69%	-$1.39M	0.01%	989
2022 Q3	$2.24M	Sell	51,082 -1,283	-2%	-$61.8K	0.05%	410
2022 Q2	$2.45M	Sell	52,365 -6,512	-11%	-$371K	0.05%	395
2022 Q1	$3.85M	Sell	58,877 -1,679	-3%	-$115K	0.06%	306
2021 Q4	$4.13M	Buy	60,556 +18,253	+43%	+$1.29M	0.06%	321
2021 Q3	$2.68M	Buy	42,303 +100	+0.2%	+$6.53K	0.04%	454
2021 Q2	$2.65M	Buy	42,203 +1,449	+4%	+$95.6K	0.04%	512
2021 Q1	$2.54M	Buy	40,754 +28,800	+241%	+$1.59M	0.04%	442
2020 Q4	$601K	Sell	11,954 -11,748	-50%	-$499K	0.01%	801
2020 Q3	$743K	Buy	+23,702	New	+$846K	0.01%	797
2020 Q1	–	Sell	-250	Closed	-$15K	–	557
2019 Q4	$15K	Hold	250	–	–	﹤0.01%	533
2019 Q3	$15K	Hold	250	–	–	﹤0.01%	539
2019 Q2	$16K	Hold	250	–	–	﹤0.01%	729
2019 Q1	$15K	Hold	250	–	–	﹤0.01%	590
2018 Q4	$13K	Hold	250	–	–	﹤0.01%	477
2018 Q3	$17K	Hold	250	–	–	﹤0.01%	444
2018 Q2	$16K	Hold	250	–	–	﹤0.01%	462
2018 Q1	$18K	Hold	250	–	–	﹤0.01%	432
2017 Q4	$19K	Buy	+250	New	+$18.9K	﹤0.01%	409

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

Brinker Capital Investments's LNC Position: Q2 2026 in Review

Brinker Capital Investments increased its Lincoln National (LNC) stake by 3.2% in Q2 2026, buying an estimated $45.3K and bringing the position to 40,091 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #979.

Brinker Capital Investments first reported a position in LNC in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.13M in Q4 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Brinker Capital Investments held 40,091 shares of Lincoln National worth $1.42M as of Q2 2026.
Brinker Capital Investments bought 1,260 Lincoln National shares in Q2 2026, an estimated $45.3K.
Lincoln National made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #979 holding.
Brinker Capital Investments first reported a position in Lincoln National in Q4 2017 and has held it in 24 quarters since.
Brinker Capital Investments's Lincoln National position peaked at $4.13M in Q4 2021.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.