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Denali Advisors’s Lincoln National LNC Stock Holding History

Denali Advisors’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 		$670K Buy
18,861
+3,938
+26% +$151K 0.07% 220
2025
Q4 		$665K Buy
+14,923
New +$622K 0.07% 227
2020
Q4 		– Sell
-17,000
Closed -$533K – 415
2020
Q3 		$533K Sell
17,000
-4,000
-19% -$143K 0.11% 190
2020
Q2 		$773K Sell
21,000
-23,500
-53% -$827K 0.15% 168
2020
Q1 		$1.17M Sell
44,500
-42,100
-49% -$2M 0.25% 101
2019
Q4 		$5.11M Sell
86,600
-57,700
-40% -$3.4M 0.72% 48
2019
Q3 		$8.7M Buy
144,300
+40,200
+39% +$2.4M 1.22% 29
2019
Q2 		$6.71M Sell
104,100
-17,500
-14% -$1.12M 1% 42
2019
Q1 		$7.14M Sell
121,600
-23,800
-16% -$1.41M 1.14% 37
2018
Q4 		$7.46M Sell
145,400
-57,300
-28% -$3.48M 1.25% 38
2018
Q3 		$13.7M Sell
202,700
-2,000
-1% -$132K 2.02% 18
2018
Q2 		$12.7M Buy
204,700
+30,300
+17% +$2.07M 1.92% 21
2018
Q1 		$12.7M Sell
174,400
-11,600
-6% -$910K 2.04% 17
2017
Q4 		$14.3M Buy
186,000
+13,300
+8% +$1.01M 2.22% 14
2017
Q3 		$12.7M Buy
172,700
+105,000
+155% +$7.41M 2.1% 13
2017
Q2 		$4.58M Sell
67,700
-27,600
-29% -$1.82M 0.75% 48
2017
Q1 		$6.24M Sell
95,300
-20,251
-18% -$1.38M 0.92% 41
2016
Q4 		$7.66M Sell
115,551
-33,600
-23% -$1.95M 1.33% 28
2016
Q3 		$7.01M Sell
149,151
-29,449
-16% -$1.32M 1.07% 36
2016
Q2 		$6.92M Buy
178,600
+92,600
+108% +$3.93M 1.19% 31
2016
Q1 		$3.37M Buy
+86,000
New +$3.36M 0.74% 46
2013
Q4 		– Sell
-3,500
Closed -$147K – 270
2013
Q3 		$147K Sell
3,500
-103,800
-97% -$4.38M 0.05% 122
2013
Q2 		$3.91M Buy
+107,300
New +$3.66M 1.46% 20

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Denali Advisors's LNC Position: Q1 2026 in Review

Denali Advisors increased its Lincoln National (LNC) stake by 26% in Q1 2026, buying an estimated $151K and bringing the position to 18,861 shares worth $670K. The position accounts for 0.07% of the portfolio, ranked #220.

Denali Advisors first reported a position in LNC in Q2 2013 and has held it in 23 quarters since. The position peaked at $14.3M in Q4 2017. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Denali Advisors held 18,861 shares of Lincoln National worth $670K as of Q1 2026.
  • Denali Advisors bought 3,938 Lincoln National shares in Q1 2026, an estimated $151K.
  • Lincoln National made up 0.07% of Denali Advisors's portfolio in Q1 2026, its #220 holding.
  • Denali Advisors first reported a position in Lincoln National in Q2 2013 and has held it in 23 quarters since.
  • Denali Advisors's Lincoln National position peaked at $14.3M in Q4 2017.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.