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Burney Company’s Lincoln National LNC Stock Holding History

Burney Company’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
-6,761
Closed -$240K – 637
2026
Q1 		$240K Buy
6,761
+823
+14% +$31.6K 0.01% 545
2025
Q4 		$264K Buy
+5,938
New +$247K 0.01% 547
2022
Q4 		– Sell
-9,138
Closed -$401K – 559
2022
Q3 		$401K Buy
9,138
+509
+6% +$24.5K 0.02% 440
2022
Q2 		$404K Sell
8,629
-2,708
-24% -$154K 0.02% 430
2022
Q1 		$741K Sell
11,337
-18
-0.2% -$1.23K 0.03% 372
2021
Q4 		$775K Sell
11,355
-6,230
-35% -$439K 0.03% 364
2021
Q3 		$1.21M Buy
17,585
+330
+2% +$21.6K 0.06% 283
2021
Q2 		$1.08M Sell
17,255
-12,509
-42% -$826K 0.05% 305
2021
Q1 		$1.85M Buy
29,764
+14,074
+90% +$778K 0.09% 235
2020
Q4 		$789K Buy
15,690
+1,821
+13% +$77.4K 0.04% 315
2020
Q3 		$435K Buy
+13,869
New +$495K 0.03% 366
2020
Q1 		– Sell
-4,344
Closed -$256K – 456
2019
Q4 		$256K Sell
4,344
-50
-1% -$2.94K 0.01% 419
2019
Q3 		$265K Buy
4,394
+880
+25% +$52.6K 0.02% 393
2019
Q2 		$226K Buy
+3,514
New +$225K 0.01% 421
2019
Q1 		– Sell
-10,416
Closed -$534K – 452
2018
Q4 		$534K Buy
10,416
+1,345
+15% +$81.8K 0.04% 299
2018
Q3 		$614K Sell
9,071
-1,930
-18% -$127K 0.04% 303
2018
Q2 		$685K Buy
11,001
+4,045
+58% +$277K 0.04% 287
2018
Q1 		$508K Buy
6,956
+4,240
+156% +$333K 0.03% 293
2017
Q4 		$209K Buy
+2,716
New +$206K 0.01% 414

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

Burney Company's LNC Position: Q2 2026 in Review

Burney Company sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 6,761 shares — an estimated $240K sold.

Burney Company first reported a position in LNC in Q4 2017 and held it in 19 quarters. The position peaked at $1.85M in Q1 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Burney Company reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 6,761 Lincoln National shares in Q2 2026, an estimated $240K.
  • Burney Company first reported a position in Lincoln National in Q4 2017 and held it in 19 quarters.
  • Burney Company's Lincoln National position peaked at $1.85M in Q1 2021.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.