DT
LNC icon

Diversified Trust’s Lincoln National LNC Stock Holding History

Diversified Trust’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 		$225K Sell
6,379
-204
-3% -$7.34K ﹤0.01% 1014
2026
Q1 		$234K Hold
6,583
– – ﹤0.01% 920
2025
Q4 		$293K Buy
6,583
+21
+0.3% +$875 0.01% 839
2025
Q3 		$265K Buy
6,562
+5
+0.1% +$193 0.01% 839
2025
Q2 		$227K Sell
6,557
-5
-0.1% -$164 0.01% 835
2025
Q1 		$236K Buy
6,562
+107
+2% +$3.8K 0.01% 801
2024
Q4 		$205K Sell
6,455
-442
-6% -$14.7K 0.01% 846
2024
Q3 		$217K Hold
6,897
– – 0.01% 819
2024
Q2 		$214K Buy
6,897
+187
+3% +$5.66K 0.01% 769
2024
Q1 		$214K Buy
+6,710
New +$185K 0.01% 736
2022
Q4 		– Sell
-9,797
Closed -$430K – 834
2022
Q3 		$430K Buy
+9,797
New +$472K 0.02% 439
2022
Q2 		– Sell
-3,721
Closed -$243K – 812
2022
Q1 		$243K Sell
3,721
-8
-0.2% -$547 0.01% 695
2021
Q4 		$255K Sell
3,729
-846
-18% -$59.7K 0.01% 691
2021
Q3 		$315K Buy
4,575
+862
+23% +$56.3K 0.01% 573
2021
Q2 		$233K Sell
3,713
-3,716
-50% -$245K 0.01% 652
2021
Q1 		$463K Sell
7,429
-8,609
-54% -$476K 0.02% 400
2020
Q4 		$807K Hold
16,038
– – 0.03% 242
2020
Q3 		$502K Hold
16,038
– – 0.02% 313
2020
Q2 		$590K Sell
16,038
-89
-0.6% -$3.13K 0.03% 233
2020
Q1 		$424K Buy
16,127
+452
+3% +$21.5K 0.02% 233
2019
Q4 		$925K Buy
15,675
+2,819
+22% +$166K 0.04% 148
2019
Q3 		$775K Sell
12,856
-631
-5% -$37.7K 0.04% 138
2019
Q2 		$869K Buy
13,487
+631
+5% +$40.3K 0.04% 141
2019
Q1 		$755K Buy
12,856
+3
+0% +$178 0.04% 154
2018
Q4 		$659K Buy
12,853
+12
+0.1% +$730 0.04% 154
2018
Q3 		$869K Hold
12,841
– – 0.04% 125
2018
Q2 		$799K Hold
12,841
– – 0.05% 123
2018
Q1 		$938K Sell
12,841
-3
-0% -$235 0.06% 113
2017
Q4 		$987K Buy
12,844
+40
+0.3% +$3.03K 0.06% 113
2017
Q3 		$941K Sell
12,804
-15,486
-55% -$1.09M 0.07% 112
2017
Q2 		$1.91M Buy
+28,290
New +$1.87M 0.16% 72
2016
Q3 		– Sell
-53,275
Closed -$2.06M – 328
2016
Q2 		$2.06M Buy
53,275
+810
+2% +$34.4K 0.24% 85
2016
Q1 		$2.06M Sell
52,465
-5,089
-9% -$199K 0.23% 102
2015
Q4 		$2.89M Sell
57,554
-275
-0.5% -$14.4K 0.31% 69
2015
Q3 		$2.75M Buy
57,829
+4,310
+8% +$231K 0.29% 76
2015
Q2 		$3.17M Buy
53,519
+22,275
+71% +$1.3M 0.3% 67
2015
Q1 		$1.79M Buy
+31,244
New +$1.75M 0.16% 147

Other funds holding LNC

WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Diversified Trust's LNC Position: Q2 2026 in Review

Diversified Trust reduced its Lincoln National (LNC) stake by 3.1% in Q2 2026, selling an estimated $7.34K and leaving 6,379 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Diversified Trust first reported a position in LNC in Q1 2015 and has held it in 37 quarters since. The position peaked at $3.17M in Q2 2015. 72 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Diversified Trust held 6,379 shares of Lincoln National worth $225K as of Q2 2026.
  • Diversified Trust sold 204 Lincoln National shares in Q2 2026, an estimated $7.34K.
  • Lincoln National made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1014 holding.
  • Diversified Trust first reported a position in Lincoln National in Q1 2015 and has held it in 37 quarters since.
  • Diversified Trust's Lincoln National position peaked at $3.17M in Q2 2015.
  • 72 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.