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LRI Investments’s Lincoln National LNC Stock Holding History

LRI Investments’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 		$89K Buy
2,518
+268
+12% +$9.64K 0.01% 461
2026
Q1 		$79.9K Buy
+2,250
New +$86.5K 0.01% 451

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

LRI Investments's LNC Position: Q2 2026 in Review

LRI Investments increased its Lincoln National (LNC) stake by 12% in Q2 2026, buying an estimated $9.64K and bringing the position to 2,518 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #461.

LRI Investments first reported a position in LNC in Q1 2026 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • LRI Investments held 2,518 shares of Lincoln National worth $89K as of Q2 2026.
  • LRI Investments bought 268 Lincoln National shares in Q2 2026, an estimated $9.64K.
  • Lincoln National made up 0.01% of LRI Investments's portfolio in Q2 2026, its #461 holding.
  • LRI Investments first reported a position in Lincoln National in Q1 2026 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.