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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
Q2 		$667K Hold
18,861
– – 0.07% 232
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 $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

Denali Advisors's LNC Position: Q2 2026 in Review

Denali Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 18,861 shares worth $667K. The position accounts for 0.07% of the portfolio, ranked #232.

Denali Advisors first reported a position in LNC in Q2 2013 and has held it in 24 quarters since. The position peaked at $14.3M in Q4 2017. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Denali Advisors held 18,861 shares of Lincoln National worth $667K as of Q2 2026.
  • Denali Advisors left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up 0.07% of Denali Advisors's portfolio in Q2 2026, its #232 holding.
  • Denali Advisors first reported a position in Lincoln National in Q2 2013 and has held it in 24 quarters since.
  • Denali Advisors's Lincoln National position peaked at $14.3M in Q4 2017.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.