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Keynote Financial Services’s Lincoln National LNC Stock Holding History

Keynote Financial Services’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 		$1.05M Sell
29,805
-320
-1% -$11.5K 0.49% 58
2026
Q1 		$1.07M Buy
30,125
+90
+0.3% +$3.46K 0.57% 53
2025
Q4 		$1.34M Sell
30,035
-83
-0.3% -$3.46K 0.75% 40
2025
Q3 		$1.21M Sell
30,118
-813
-3% -$31.4K 0.73% 42
2025
Q2 		$1.07M Sell
30,931
-800
-3% -$26.2K 0.72% 43
2025
Q1 		$1.14M Sell
31,731
-135
-0.4% -$4.79K 0.81% 33
2024
Q4 		$1.01M Sell
31,866
-1,625
-5% -$54.2K 0.78% 37
2024
Q3 		$1.06M Sell
33,491
-2,070
-6% -$64.5K 0.81% 38
2024
Q2 		$1.11M Hold
35,561
– – 0.93% 31
2024
Q1 		$1.14M Buy
+35,561
New +$982K 0.95% 31

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

Keynote Financial Services's LNC Position: Q2 2026 in Review

Keynote Financial Services reduced its Lincoln National (LNC) stake by 1.1% in Q2 2026, selling an estimated $11.5K and leaving 29,805 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #58.

Keynote Financial Services first reported a position in LNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Keynote Financial Services held 29,805 shares of Lincoln National worth $1.05M as of Q2 2026.
  • Keynote Financial Services sold 320 Lincoln National shares in Q2 2026, an estimated $11.5K.
  • Lincoln National made up 0.49% of Keynote Financial Services's portfolio in Q2 2026, its #58 holding.
  • Keynote Financial Services first reported a position in Lincoln National in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Lincoln National position peaked at $1.34M in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.