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Freestone Grove Partners’s Lincoln National LNC Stock Holding History

Freestone Grove 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 		$2.77M Sell
78,262
-197,367
-72% -$7.1M 0.02% 386
2026
Q1 		$9.78M Sell
275,629
-87,755
-24% -$3.37M 0.07% 284
2025
Q4 		$16.2M Buy
363,384
+318,370
+707% +$13.3M 0.12% 234
2025
Q3 		$1.82M Buy
+45,014
New +$1.74M 0.01% 378

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

Freestone Grove Partners's LNC Position: Q2 2026 in Review

Freestone Grove Partners reduced its Lincoln National (LNC) stake by 72% in Q2 2026, selling an estimated $7.1M and leaving 78,262 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #386.

Freestone Grove Partners first reported a position in LNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.2M in Q4 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Freestone Grove Partners held 78,262 shares of Lincoln National worth $2.77M as of Q2 2026.
  • Freestone Grove Partners sold 197,367 Lincoln National shares in Q2 2026, an estimated $7.1M.
  • Lincoln National made up 0.02% of Freestone Grove Partners's portfolio in Q2 2026, its #386 holding.
  • Freestone Grove Partners first reported a position in Lincoln National in Q3 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's Lincoln National position peaked at $16.2M in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.