DT Investment Partners’s Lincoln National LNC Stock Holding History

DT Investment 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	$61.4K	Hold	1,736	–	–	﹤0.01%	243
2026 Q1	$61.6K	Hold	1,736	–	–	0.01%	230
2025 Q4	$77.3K	Hold	1,736	–	–	0.01%	222
2025 Q3	$70K	Hold	1,736	–	–	0.01%	213
2025 Q2	$60.1K	Hold	1,736	–	–	0.01%	219
2025 Q1	$62.3K	Hold	1,736	–	–	0.01%	214
2024 Q4	$55K	Hold	1,736	–	–	﹤0.01%	226
2024 Q3	$54.7K	Hold	1,736	–	–	﹤0.01%	242
2024 Q2	$54K	Sell	1,736 -264	-13%	-$7.99K	﹤0.01%	230
2024 Q1	$63.9K	Hold	2,000	–	–	0.01%	210
2023 Q4	$57.1K	Hold	2,000	–	–	0.01%	211
2023 Q3	$49.4K	Hold	2,000	–	–	0.01%	203
2023 Q2	$56.5K	Hold	2,000	–	–	0.01%	202
2023 Q1	$43.4K	Sell	2,000 -168	-8%	-$5K	0.01%	214
2022 Q4	$66.6K	Buy	2,168 +168	+8%	+$6.67K	0.01%	190
2022 Q3	$88K	Buy	+2,000	New	+$96.3K	0.01%	162
2022 Q2	–	Sell	-4,000	Closed	-$261K	–	154
2022 Q1	$261K	Buy	+4,000	New	+$273K	0.03%	142
2021 Q4	–	Sell	-3,472	Closed	-$239K	–	140
2021 Q3	$239K	Buy	+3,472	New	+$227K	0.03%	137

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DT Investment Partners's LNC Position: Q2 2026 in Review

DT Investment Partners held its Lincoln National (LNC) position steady in Q2 2026 at 1,736 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

DT Investment Partners first reported a position in LNC in Q3 2021 and has held it in 18 quarters since. The position peaked at $261K in Q1 2022. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

DT Investment Partners held 1,736 shares of Lincoln National worth $61.4K as of Q2 2026.
DT Investment Partners left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #243 holding.
DT Investment Partners first reported a position in Lincoln National in Q3 2021 and has held it in 18 quarters since.
DT Investment Partners's Lincoln National position peaked at $261K in Q1 2022.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.