Corient Private Wealth
LNC icon

Corient Private Wealth’s Lincoln National LNC Stock Holding History

Corient Private Wealth’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 		$2.16M Buy
61,140
+6,801
+13% +$245K ﹤0.01% 1346
2026
Q1 		$1.92M Sell
54,339
-83,038
-60% -$3.19M ﹤0.01% 1294
2025
Q4 		$6.12M Buy
137,377
+96,846
+239% +$4.03M ﹤0.01% 967
2025
Q3 		$1.63M Buy
40,531
+2,831
+8% +$109K ﹤0.01% 1164
2025
Q2 		$1.3M Sell
37,700
-4,744
-11% -$155K ﹤0.01% 1237
2025
Q1 		$1.52M Buy
42,444
+4,292
+11% +$152K ﹤0.01% 1082
2024
Q4 		$1.21M Sell
38,152
-30,897
-45% -$1.03M ﹤0.01% 1234
2024
Q3 		$2.18M Buy
69,049
+21,176
+44% +$660K ﹤0.01% 1059
2024
Q2 		$1.49M Buy
47,873
+1,218
+3% +$36.8K ﹤0.01% 1170
2024
Q1 		$1.49M Buy
46,655
+4,739
+11% +$131K ﹤0.01% 1171
2023
Q4 		$1.13M Sell
41,916
-15,834
-27% -$381K ﹤0.01% 1237
2023
Q3 		$1.43M Buy
57,750
+10,787
+23% +$282K ﹤0.01% 1054
2023
Q2 		$1.2M Buy
46,963
+21,978
+88% +$482K ﹤0.01% 1081
2023
Q1 		$561K Buy
24,985
+17,624
+239% +$524K ﹤0.01% 1323
2022
Q4 		$226K Buy
+7,361
New +$292K ﹤0.01% 1448

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

Corient Private Wealth's LNC Position: Q2 2026 in Review

Corient Private Wealth increased its Lincoln National (LNC) stake by 13% in Q2 2026, buying an estimated $245K and bringing the position to 61,140 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Corient Private Wealth first reported a position in LNC in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.12M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Corient Private Wealth held 61,140 shares of Lincoln National worth $2.16M as of Q2 2026.
  • Corient Private Wealth bought 6,801 Lincoln National shares in Q2 2026, an estimated $245K.
  • Lincoln National made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1346 holding.
  • Corient Private Wealth first reported a position in Lincoln National in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Lincoln National position peaked at $6.12M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.