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Greenwood Capital Associates’s Lincoln National LNC Stock Holding History

Greenwood Capital Associates’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 		$891K Sell
25,197
-1,196
-5% -$43K 0.09% 169
2026
Q1 		$937K Sell
26,393
-12,045
-31% -$463K 0.1% 151
2025
Q4 		$1.71M Buy
38,438
+914
+2% +$38.1K 0.19% 113
2025
Q3 		$1.51M Sell
37,524
-1,071
-3% -$41.4K 0.17% 113
2025
Q2 		$1.34M Sell
38,595
-855
-2% -$28K 0.17% 117
2025
Q1 		$1.42M Buy
39,450
+1,911
+5% +$67.8K 0.19% 109
2024
Q4 		$1.19M Sell
37,539
-673
-2% -$22.4K 0.16% 118
2024
Q3 		$1.2M Buy
38,212
+197
+0.5% +$6.14K 0.16% 118
2024
Q2 		$1.18M Sell
38,015
-831
-2% -$25.1K 0.16% 126
2024
Q1 		$1.24M Buy
+38,846
New +$1.07M 0.16% 118

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

Greenwood Capital Associates's LNC Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Lincoln National (LNC) stake by 4.5% in Q2 2026, selling an estimated $43K and leaving 25,197 shares worth $891K. The position accounts for 0.09% of the portfolio, ranked #169.

Greenwood Capital Associates first reported a position in LNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Greenwood Capital Associates held 25,197 shares of Lincoln National worth $891K as of Q2 2026.
  • Greenwood Capital Associates sold 1,196 Lincoln National shares in Q2 2026, an estimated $43K.
  • Lincoln National made up 0.09% of Greenwood Capital Associates's portfolio in Q2 2026, its #169 holding.
  • Greenwood Capital Associates first reported a position in Lincoln National in Q1 2024 and has held it in 10 quarters since.
  • Greenwood Capital Associates's Lincoln National position peaked at $1.71M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.