IP
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Interval Partners’s Lincoln National LNC Stock Holding History

Interval 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 		$767K Buy
+21,700
New +$780K 0.02% 265
2022
Q4 		– Sell
-30,000
Closed -$1.32M – 276
2022
Q3 		$1.32M Buy
+30,000
New +$1.44M 0.06% 225
2020
Q2 		– Sell
-71,100
Closed -$1.87M – 255
2020
Q1 		$1.87M Buy
+71,100
New +$3.37M 0.14% 124

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

Interval Partners's LNC Position: Q2 2026 in Review

Interval Partners increased its Lincoln National (LNC) stake by 36% in Q2 2026, buying an estimated $5.75M and bringing the position to 608,421 shares worth $21.5M. The position accounts for 0.55% of the portfolio, ranked #57.

Interval Partners first reported a position in LNC in Q3 2014 and has held it in 30 quarters since. The position peaked at $27.5M in Q4 2025. 616 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Interval Partners held 608,421 shares of Lincoln National worth $21.5M as of Q2 2026.
  • Interval Partners bought 159,783 Lincoln National shares in Q2 2026, an estimated $5.75M.
  • Lincoln National made up 0.55% of Interval Partners's portfolio in Q2 2026, its #57 holding.
  • Interval Partners first reported a position in Lincoln National in Q3 2014 and has held it in 30 quarters since.
  • Interval Partners's Lincoln National position peaked at $27.5M in Q4 2025.
  • 616 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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