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HUB Investment Partners’s Lincoln National LNC Stock Holding History

HUB Investment 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 		$276K Buy
7,816
+1,257
+19% +$45.2K 0.01% 1039
2026
Q1 		$233K Buy
+6,559
New +$252K 0.01% 928

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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

HUB Investment Partners's LNC Position: Q2 2026 in Review

HUB Investment Partners increased its Lincoln National (LNC) stake by 19% in Q2 2026, buying an estimated $45.2K and bringing the position to 7,816 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1039.

HUB Investment Partners first reported a position in LNC in Q1 2026 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • HUB Investment Partners held 7,816 shares of Lincoln National worth $276K as of Q2 2026.
  • HUB Investment Partners bought 1,257 Lincoln National shares in Q2 2026, an estimated $45.2K.
  • Lincoln National made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1039 holding.
  • HUB Investment Partners first reported a position in Lincoln National in Q1 2026 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.