Daymark Wealth Partners’s Lincoln National LNC Stock Holding History

Daymark Wealth 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 Q3	$3.61M	Sell	89,705 -2,390	-3%	-$102K	0.08%	175
2026 Q2	$3.26M	Buy	92,095 +9,525	+12%	+$343K	0.08%	182
2026 Q1	$2.93M	Sell	82,570 -368,408	-82%	-$14.2M	0.09%	166
2025 Q4	$20.1M	Sell	450,978 -2,790	-0.6%	-$116K	0.64%	36
2025 Q3	$18.3M	Sell	453,768 -9,851	-2%	-$381K	0.62%	41
2025 Q2	$16M	Buy	463,619 +313,418	+209%	+$10.3M	0.61%	41
2025 Q1	$5.39M	Buy	150,201 +139,988	+1,371%	+$4.97M	0.23%	92
2024 Q4	$324K	Buy	+10,213	New	+$340K	0.01%	397

Other funds holding LNC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Daymark Wealth Partners's LNC Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Lincoln National (LNC) stake by 2.6% in Q3 2026, selling an estimated $102K and leaving 89,705 shares worth $3.61M. The position accounts for 0.08% of the portfolio, ranked #175.

Daymark Wealth Partners first reported a position in LNC in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.1M in Q4 2025. 330 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Daymark Wealth Partners held 89,705 shares of Lincoln National worth $3.61M as of Q3 2026.
Daymark Wealth Partners sold 2,390 Lincoln National shares in Q3 2026, an estimated $102K.
Lincoln National made up 0.08% of Daymark Wealth Partners's portfolio in Q3 2026, its #175 holding.
Daymark Wealth Partners first reported a position in Lincoln National in Q4 2024 and has held it in 8 quarters since.
Daymark Wealth Partners's Lincoln National position peaked at $20.1M in Q4 2025.
330 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.