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Convergence Investment Partners’s Lincoln National LNC Stock Holding History

Convergence Investment Partners’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
Q1 		– Sell
-26,478
Closed -$1.18M – 267
2025
Q4 		$1.18M Buy
+26,478
New +$1.1M 0.23% 158
2025
Q2 		– Sell
-26,815
Closed -$963K – 264
2025
Q1 		$963K Buy
+26,815
New +$951K 0.27% 132
2019
Q2 		– Sell
-21,377
Closed -$1.25M – 352
2019
Q1 		$1.25M Buy
21,377
+11,208
+110% +$664K 0.27% 138
2018
Q4 		$522K Buy
10,169
+84
+0.8% +$5.11K 0.12% 180
2018
Q3 		$682K Sell
10,085
-10,875
-52% -$718K 0.14% 180
2018
Q2 		$1.3M Sell
20,960
-13,821
-40% -$946K 0.18% 158
2018
Q1 		$2.54M Buy
34,781
+3,381
+11% +$265K 0.33% 113
2017
Q4 		$2.41M Buy
31,400
+8,608
+38% +$651K 0.32% 112
2017
Q3 		$1.68M Sell
22,792
-5,426
-19% -$383K 0.24% 162
2017
Q2 		$1.91M Buy
28,218
+1,677
+6% +$111K 0.28% 139
2017
Q1 		$1.74M Sell
26,541
-7,794
-23% -$533K 0.24% 155
2016
Q4 		$2.27M Sell
34,335
-5,149
-13% -$300K 0.31% 120
2016
Q3 		$1.85M Sell
39,484
-7,912
-17% -$354K 0.27% 136
2016
Q2 		$1.84M Buy
47,396
+24,114
+104% +$1.02M 0.25% 148
2016
Q1 		$913K Sell
23,282
-26,672
-53% -$1.04M 0.11% 261
2015
Q4 		$2.51M Sell
49,954
-9,964
-17% -$521K 0.28% 133
2015
Q3 		$2.84M Buy
59,918
+219
+0.4% +$11.7K 0.33% 113
2015
Q2 		$3.54M Buy
59,699
+20,384
+52% +$1.19M 0.35% 104
2015
Q1 		$2.26M Buy
+39,315
New +$2.2M 0.31% 114

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Convergence Investment Partners's LNC Position: Q1 2026 in Review

Convergence Investment Partners sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 26,478 shares — an estimated $1.18M sold.

Convergence Investment Partners first reported a position in LNC in Q1 2015 and held it in 19 quarters. The position peaked at $3.54M in Q2 2015. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Convergence Investment Partners reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 26,478 Lincoln National shares in Q1 2026, an estimated $1.18M.
  • Convergence Investment Partners first reported a position in Lincoln National in Q1 2015 and held it in 19 quarters.
  • Convergence Investment Partners's Lincoln National position peaked at $3.54M in Q2 2015.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.