Hotchkis & Wiley Capital Management’s Lincoln National LNC Stock Holding History

Hotchkis & Wiley Capital Management’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	$10.2M	Buy	287,481 +25,730	+10%	+$925K	0.03%	279
2026 Q1	$9.29M	Buy	261,751 +10,899	+4%	+$419K	0.03%	264
2025 Q4	$11.2M	Buy	250,852 +1,598	+0.6%	+$66.6K	0.03%	209
2025 Q3	$10.1M	Buy	249,254 +45,824	+23%	+$1.77M	0.03%	236
2025 Q2	$7.04M	Buy	203,430 +4,950	+2%	+$162K	0.02%	328
2025 Q1	$7.13M	Sell	198,480 -12,120	-6%	-$430K	0.02%	300
2024 Q4	$6.68M	Buy	210,600 +21,900	+12%	+$730K	0.02%	351
2024 Q3	$5.95M	Sell	188,700 -9,900	-5%	-$309K	0.02%	377
2024 Q2	$6.18M	Sell	198,600 -37,160	-16%	-$1.12M	0.02%	350
2024 Q1	$7.53M	Sell	235,760 -4,070	-2%	-$112K	0.03%	312
2023 Q4	$6.47M	Buy	239,830 +27,400	+13%	+$659K	0.02%	352
2023 Q3	$5.24M	Buy	+212,430	New	+$5.56M	0.02%	364

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

Hotchkis & Wiley Capital Management's LNC Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its Lincoln National (LNC) stake by 9.8% in Q2 2026, buying an estimated $925K and bringing the position to 287,481 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #279.

Hotchkis & Wiley Capital Management first reported a position in LNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.2M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Hotchkis & Wiley Capital Management held 287,481 shares of Lincoln National worth $10.2M as of Q2 2026.
Hotchkis & Wiley Capital Management bought 25,730 Lincoln National shares in Q2 2026, an estimated $925K.
Lincoln National made up 0.03% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #279 holding.
Hotchkis & Wiley Capital Management first reported a position in Lincoln National in Q3 2023 and has held it in 12 quarters since.
Hotchkis & Wiley Capital Management's Lincoln National position peaked at $11.2M in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.