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 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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Daymark Wealth Partners's LNC Position: Q2 2026 in Review

Daymark Wealth Partners increased its Lincoln National (LNC) stake by 12% in Q2 2026, buying an estimated $343K and bringing the position to 92,095 shares worth $3.26M. The position accounts for 0.08% of the portfolio, ranked #182.

Daymark Wealth Partners first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.1M in Q4 2025. 216 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Daymark Wealth Partners held 92,095 shares of Lincoln National worth $3.26M as of Q2 2026.
Daymark Wealth Partners bought 9,525 Lincoln National shares in Q2 2026, an estimated $343K.
Lincoln National made up 0.08% of Daymark Wealth Partners's portfolio in Q2 2026, its #182 holding.
Daymark Wealth Partners first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
Daymark Wealth Partners's Lincoln National position peaked at $20.1M in Q4 2025.
216 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.