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INVST’s Lincoln National LNC Stock Holding History

INVST’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 		$1.25M Sell
35,447
-2,570
-7% -$92.4K 0.12% 135
2026
Q1 		$1.35M Buy
38,017
+2,592
+7% +$99.6K 0.15% 103
2025
Q4 		$1.58M Buy
35,425
+5,674
+19% +$236K 0.17% 104
2025
Q3 		$1.2M Buy
29,751
+337
+1% +$13K 0.14% 128
2025
Q2 		$1.02M Buy
+29,414
New +$962K 0.13% 140

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

INVST's LNC Position: Q2 2026 in Review

INVST reduced its Lincoln National (LNC) stake by 6.8% in Q2 2026, selling an estimated $92.4K and leaving 35,447 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #135.

INVST first reported a position in LNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • INVST held 35,447 shares of Lincoln National worth $1.25M as of Q2 2026.
  • INVST sold 2,570 Lincoln National shares in Q2 2026, an estimated $92.4K.
  • Lincoln National made up 0.12% of INVST's portfolio in Q2 2026, its #135 holding.
  • INVST first reported a position in Lincoln National in Q2 2025 and has held it in 5 quarters since.
  • INVST's Lincoln National position peaked at $1.58M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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