EI
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Ethic Inc’s Lincoln National LNC Stock Holding History

Ethic Inc’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 		$625K Buy
17,691
+1,289
+8% +$46.4K 0.01% 869
2026
Q1 		$582K Sell
16,402
-1,421
-8% -$54.6K 0.01% 818
2025
Q4 		$794K Buy
17,823
+4,594
+35% +$191K 0.01% 709
2025
Q3 		$534K Sell
13,229
-12,411
-48% -$480K 0.01% 814
2025
Q2 		$886K Buy
25,640
+13,248
+107% +$433K 0.02% 653
2025
Q1 		$446K Buy
12,392
+1,653
+15% +$58.6K 0.01% 825
2024
Q4 		$341K Buy
10,739
+1,670
+18% +$55.7K 0.01% 905
2024
Q3 		$290K Sell
9,069
-1,703
-16% -$53.1K 0.01% 889
2024
Q2 		$335K Buy
10,772
+1,703
+19% +$51.5K 0.01% 881
2024
Q1 		$290K Buy
+9,069
New +$250K 0.01% 887
2023
Q4 		– Sell
-12,152
Closed -$300K – 1085
2023
Q3 		$300K Sell
12,152
-739
-6% -$19.3K 0.01% 812
2023
Q2 		$332K Sell
12,891
-7,142
-36% -$157K 0.01% 761
2023
Q1 		$450K Buy
20,033
+2,404
+14% +$71.5K 0.02% 677
2022
Q4 		$542K Sell
17,629
-5,089
-22% -$202K 0.03% 552
2022
Q3 		$998K Sell
22,718
-13,619
-37% -$656K 0.07% 327
2022
Q2 		$1.7M Sell
36,337
-2,679
-7% -$153K 0.12% 225
2022
Q1 		$2.55M Buy
39,016
+5,737
+17% +$392K 0.18% 147
2021
Q4 		$2.27M Buy
33,279
+7,408
+29% +$523K 0.18% 142
2021
Q3 		$1.78M Buy
25,871
+11,968
+86% +$782K 0.18% 143
2021
Q2 		$874K Buy
13,903
+947
+7% +$62.5K 0.11% 233
2021
Q1 		$807K Buy
12,956
+3,472
+37% +$192K 0.14% 182
2020
Q4 		$477K Buy
9,484
+2,484
+35% +$106K 0.13% 217
2020
Q3 		$219K Buy
+7,000
New +$250K 0.08% 285

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
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
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

Ethic Inc's LNC Position: Q2 2026 in Review

Ethic Inc increased its Lincoln National (LNC) stake by 7.9% in Q2 2026, buying an estimated $46.4K and bringing the position to 17,691 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #869.

Ethic Inc first reported a position in LNC in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.55M in Q1 2022. 194 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Ethic Inc held 17,691 shares of Lincoln National worth $625K as of Q2 2026.
  • Ethic Inc bought 1,289 Lincoln National shares in Q2 2026, an estimated $46.4K.
  • Lincoln National made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #869 holding.
  • Ethic Inc first reported a position in Lincoln National in Q3 2020 and has held it in 23 quarters since.
  • Ethic Inc's Lincoln National position peaked at $2.55M in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.