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
2025 Q4	–	Sell	-132,300	Closed	-$5.34M	–	407
2025 Q3	$5.34M	Buy	+132,300	New	+$5.12M	0.09%	210
2025 Q2	–	Sell	-117,000	Closed	-$4.2M	–	437
2025 Q1	$4.2M	Buy	+117,000	New	+$4.15M	0.09%	199
2022 Q4	–	Sell	-30,000	Closed	-$1.32M	–	277
2022 Q3	$1.32M	Hold	30,000	–	–	0.06%	226
2022 Q2	$1.4M	Sell	30,000 -33,700	-53%	-$1.92M	0.07%	211
2022 Q1	$4.16M	Buy	+63,700	New	+$4.35M	0.2%	124
2021 Q4	–	Sell	-45,000	Closed	-$3.09M	–	297
2021 Q3	$3.09M	Sell	45,000 -40,000	-47%	-$2.61M	0.13%	180
2021 Q2	$5.34M	Buy	85,000 +40,000	+89%	+$2.64M	0.22%	123
2021 Q1	$2.8M	Buy	+45,000	New	+$2.49M	0.11%	165

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

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.