Cresset Asset Management’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$686K Buy
19,398
+8,205
+73% +$295K ﹤0.01% 1056
2026
Q1
$397K Buy
11,193
+127
+1% +$4.88K ﹤0.01% 1165
2025
Q4
$493K Buy
11,066
+356
+3% +$14.8K ﹤0.01% 1076
2025
Q3
$432K Buy
10,710
+3,302
+45% +$128K ﹤0.01% 1088
2025
Q2
$256K Sell
7,408
-4,007
-35% -$131K ﹤0.01% 1201
2025
Q1
$410K Sell
11,415
-2,523
-18% -$89.5K ﹤0.01% 1172
2024
Q4
$442K Sell
13,938
-33,956
-71% -$1.13M ﹤0.01% 1146
2024
Q3
$1.51M Buy
47,894
+7,469
+18% +$233K 0.01% 957
2024
Q2
$1.26M Buy
40,425
+14,358
+55% +$434K 0.01% 948
2024
Q1
$832K Buy
26,067
+4,012
+18% +$111K ﹤0.01% 1070
2023
Q4
$595K Buy
22,055
+2,568
+13% +$61.7K ﹤0.01% 1142
2023
Q3
$481K Sell
19,487
-1
-0% -$26 ﹤0.01% 1201
2023
Q2
$502K Buy
+19,488
New +$428K ﹤0.01% 1280
2022
Q2
Sell
-6,083
Closed -$397K 1030
2022
Q1
$397K Sell
6,083
-16
-0.3% -$1.09K ﹤0.01% 678
2021
Q4
$416K Buy
6,099
+1,894
+45% +$134K ﹤0.01% 755
2021
Q3
$289K Buy
4,205
+901
+27% +$58.9K ﹤0.01% 864
2021
Q2
$208K Sell
3,304
-125
-4% -$8.25K ﹤0.01% 939
2021
Q1
$213K Buy
+3,429
New +$190K ﹤0.01% 837
2019
Q2
Sell
-574
Closed -$34K 1140
2019
Q1
$34K Buy
574
+432
+304% +$25.6K ﹤0.01% 894
2018
Q4
$7K Buy
+142
New +$8.63K ﹤0.01% 932

Other funds holding LNC

Cresset Asset Management's LNC Position: Q2 2026 in Review

Cresset Asset Management increased its Lincoln National (LNC) stake by 73% in Q2 2026, buying an estimated $295K and bringing the position to 19,398 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Cresset Asset Management first reported a position in LNC in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.51M in Q3 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Cresset Asset Management held 19,398 shares of Lincoln National worth $686K as of Q2 2026.
  • Cresset Asset Management bought 8,205 Lincoln National shares in Q2 2026, an estimated $295K.
  • Lincoln National made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1056 holding.
  • Cresset Asset Management first reported a position in Lincoln National in Q4 2018 and has held it in 20 quarters since.
  • Cresset Asset Management's Lincoln National position peaked at $1.51M in Q3 2024.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.