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Greenleaf Trust’s Lincoln National LNC Stock Holding History

Greenleaf 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
Q1 		$366K Sell
10,323
-167
-2% -$6.42K ﹤0.01% 580
2025
Q4 		$467K Buy
10,490
+167
+2% +$6.96K ﹤0.01% 521
2025
Q3 		$416K Sell
10,323
-32
-0.3% -$1.24K ﹤0.01% 544
2025
Q2 		$358K Sell
10,355
-273
-3% -$8.93K ﹤0.01% 574
2025
Q1 		$382K Sell
10,628
-36
-0.3% -$1.28K ﹤0.01% 570
2024
Q4 		$338K Sell
10,664
-142
-1% -$4.73K ﹤0.01% 618
2024
Q3 		$340K Sell
10,806
-162
-1% -$5.05K ﹤0.01% 621
2024
Q2 		$341K Sell
10,968
-16
-0.1% -$484 ﹤0.01% 580
2024
Q1 		$351K Sell
10,984
-88
-0.8% -$2.43K ﹤0.01% 563
2023
Q4 		$299K Sell
11,072
-1,485
-12% -$35.7K ﹤0.01% 593
2023
Q3 		$310K Buy
12,557
+468
+4% +$12.2K ﹤0.01% 566
2023
Q2 		$311K Buy
+12,089
New +$265K ﹤0.01% 585
2023
Q1 		– Sell
-8,093
Closed -$249K – 783
2022
Q4 		$249K Sell
8,093
-2,184
-21% -$86.7K ﹤0.01% 647
2022
Q3 		$451K Buy
10,277
+156
+2% +$7.51K 0.01% 429
2022
Q2 		$473K Sell
10,121
-170
-2% -$9.7K 0.01% 413
2022
Q1 		$673K Sell
10,291
-318
-3% -$21.7K 0.01% 335
2021
Q4 		$724K Buy
10,609
+160
+2% +$11.3K 0.01% 317
2021
Q3 		$718K Sell
10,449
-1,673
-14% -$109K 0.01% 298
2021
Q2 		$762K Buy
12,122
+374
+3% +$24.7K 0.01% 287
2021
Q1 		$732K Buy
11,748
+1,071
+10% +$59.2K 0.01% 278
2020
Q4 		$537K Buy
10,677
+1,564
+17% +$66.5K 0.01% 315
2020
Q3 		$286K Sell
9,113
-1,821
-17% -$65K ﹤0.01% 430
2020
Q2 		$402K Buy
+10,934
New +$385K 0.01% 333
2018
Q3 		– Sell
-5,651
Closed -$352K – 548
2018
Q2 		$352K Buy
+5,651
New +$387K 0.01% 339
2018
Q1 		– Sell
-293
Closed -$23K – 610
2017
Q4 		$23K Sell
293
-20
-6% -$1.51K ﹤0.01% 571
2017
Q3 		$23K Buy
+313
New +$22.1K ﹤0.01% 551

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenleaf Trust's LNC Position: Q1 2026 in Review

Greenleaf Trust reduced its Lincoln National (LNC) stake by 1.6% in Q1 2026, selling an estimated $6.42K and leaving 10,323 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Greenleaf Trust first reported a position in LNC in Q3 2017 and has held it in 26 quarters since. The position peaked at $762K in Q2 2021. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Greenleaf Trust held 10,323 shares of Lincoln National worth $366K as of Q1 2026.
  • Greenleaf Trust sold 167 Lincoln National shares in Q1 2026, an estimated $6.42K.
  • Lincoln National made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #580 holding.
  • Greenleaf Trust first reported a position in Lincoln National in Q3 2017 and has held it in 26 quarters since.
  • Greenleaf Trust's Lincoln National position peaked at $762K in Q2 2021.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.