JCM
LNC icon

Jacobi Capital Management’s Lincoln National LNC Stock Holding History

Jacobi 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 		$572K Buy
16,179
+190
+1% +$6.83K 0.03% 420
2026
Q1 		$568K Buy
15,989
+110
+0.7% +$4.23K 0.03% 391
2025
Q4 		$707K Sell
15,879
-177
-1% -$7.37K 0.04% 339
2025
Q3 		$648K Sell
16,056
-25
-0.2% -$967 0.04% 341
2025
Q2 		$556K Buy
16,081
+223
+1% +$7.29K 0.04% 354
2025
Q1 		$569K Sell
15,858
-75
-0.5% -$2.66K 0.04% 334
2024
Q4 		$505K Buy
15,933
+42
+0.3% +$1.4K 0.04% 343
2024
Q3 		$501K Sell
15,891
-326
-2% -$10.2K 0.04% 349
2024
Q2 		$504K Sell
16,217
-1,680
-9% -$50.8K 0.04% 313
2024
Q1 		$571K Buy
17,897
+212
+1% +$5.86K 0.05% 285
2023
Q4 		$477K Sell
17,685
-1,401
-7% -$33.7K 0.05% 300
2023
Q3 		$471K Buy
19,086
+657
+4% +$17.2K 0.05% 282
2023
Q2 		$475K Buy
18,429
+6,978
+61% +$153K 0.05% 281
2023
Q1 		$257K Buy
11,451
+4,327
+61% +$129K 0.03% 368
2022
Q4 		$219K Buy
7,124
+2,010
+39% +$79.8K 0.03% 392
2022
Q3 		$225K Buy
5,114
+431
+9% +$20.8K 0.03% 374
2022
Q2 		$219K Buy
4,683
+106
+2% +$6.04K 0.03% 376
2022
Q1 		$299K Sell
4,577
-8
-0.2% -$547 0.04% 344
2021
Q4 		$313K Buy
4,585
+25
+0.5% +$1.76K 0.04% 342
2021
Q3 		$314K Sell
4,560
-43
-0.9% -$2.81K 0.04% 326
2021
Q2 		$289K Buy
4,603
+27
+0.6% +$1.78K 0.04% 323
2021
Q1 		$285K Buy
4,576
+38
+0.8% +$2.1K 0.04% 299
2020
Q4 		$228K Sell
4,538
-55
-1% -$2.34K 0.04% 302
2020
Q3 		$144K Buy
4,593
+537
+13% +$19.2K 0.03% 338
2020
Q2 		$149K Buy
4,056
+1,231
+44% +$43.3K 0.03% 327
2020
Q1 		$74K Buy
2,825
+2,423
+603% +$115K 0.02% 367
2019
Q4 		$24K Buy
402
+356
+774% +$21K ﹤0.01% 592
2019
Q3 		$3K Buy
+46
New +$2.75K ﹤0.01% 899

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Jacobi Capital Management's LNC Position: Q2 2026 in Review

Jacobi Capital Management increased its Lincoln National (LNC) stake by 1.2% in Q2 2026, buying an estimated $6.83K and bringing the position to 16,179 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #420.

Jacobi Capital Management first reported a position in LNC in Q3 2019 and has held it in 28 quarters since. The position peaked at $707K in Q4 2025. 216 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Jacobi Capital Management held 16,179 shares of Lincoln National worth $572K as of Q2 2026.
  • Jacobi Capital Management bought 190 Lincoln National shares in Q2 2026, an estimated $6.83K.
  • Lincoln National made up 0.03% of Jacobi Capital Management's portfolio in Q2 2026, its #420 holding.
  • Jacobi Capital Management first reported a position in Lincoln National in Q3 2019 and has held it in 28 quarters since.
  • Jacobi Capital Management's Lincoln National position peaked at $707K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.